Abound Wealth Management’s LGI Homes LGIH Stock Holding History

Abound Wealth Management’s Portfolio LGIH Stock Details LGIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128	Hold	2	–	–	﹤0.01%	1230
2026 Q1	$80	Hold	2	–	–	﹤0.01%	1447
2025 Q4	$86	Hold	2	–	–	﹤0.01%	1398
2025 Q3	$104	Hold	2	–	–	﹤0.01%	1302
2025 Q2	$104	Hold	2	–	–	﹤0.01%	1251
2025 Q1	$133	Hold	2	–	–	﹤0.01%	1156
2024 Q4	$179	Hold	2	–	–	﹤0.01%	1115
2024 Q3	$238	Hold	2	–	–	﹤0.01%	1067
2024 Q2	$179	Hold	2	–	–	﹤0.01%	1124
2024 Q1	$233	Sell	2 -8	-80%	-$944	﹤0.01%	1212
2023 Q4	$1.33K	Buy	10 +8	+400%	+$888	﹤0.01%	721
2023 Q3	$199	Hold	2	–	–	﹤0.01%	1110
2023 Q2	$270	Buy	+2	New	+$240	﹤0.01%	1099

Other funds holding LGIH

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return