Atria Wealth Solutions’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,813
| Closed | -$210K | – | 1966 |
|
|
2024
Q3 | $210K | Buy |
+5,813
| New | +$210K | ﹤0.01% | 1741 |
|
|
2024
Q2 | – | Sell |
-6,188
| Closed | -$271K | – | 1937 |
|
|
2024
Q1 | $271K | Sell |
6,188
-297
| -5% | -$13K | ﹤0.01% | 1620 |
|
|
2023
Q4 | $230K | Sell |
6,485
-3,921
| -38% | -$139K | ﹤0.01% | 1668 |
|
|
2023
Q3 | $231K | Sell |
10,406
-917
| -8% | -$20.4K | ﹤0.01% | 1582 |
|
|
2023
Q2 | $278K | Buy |
+11,323
| New | +$278K | ﹤0.01% | 1488 |
|