Bank of New York Mellon’s Dream Finders Homes DFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.57M Buy
221,702
+13,658
+7% +$343K ﹤0.01% 2200
2025
Q1
$4.69M Sell
208,044
-2,882
-1% -$65K ﹤0.01% 2248
2024
Q4
$4.91M Buy
210,926
+85,957
+69% +$2M ﹤0.01% 2298
2024
Q3
$4.53M Sell
124,969
-21,381
-15% -$774K ﹤0.01% 2335
2024
Q2
$3.78M Sell
146,350
-11,734
-7% -$303K ﹤0.01% 2467
2024
Q1
$6.91M Sell
158,084
-29,520
-16% -$1.29M ﹤0.01% 2160
2023
Q4
$6.67M Buy
187,604
+29,159
+18% +$1.04M ﹤0.01% 2223
2023
Q3
$3.52M Buy
158,445
+13,907
+10% +$309K ﹤0.01% 2500
2023
Q2
$3.55M Buy
144,538
+21,449
+17% +$527K ﹤0.01% 2504
2023
Q1
$1.63M Sell
123,089
-10,261
-8% -$136K ﹤0.01% 2909
2022
Q4
$1.15M Buy
133,350
+26,523
+25% +$230K ﹤0.01% 3126
2022
Q3
$1.13M Buy
106,827
+8,629
+9% +$91.4K ﹤0.01% 3140
2022
Q2
$1.05M Buy
98,198
+39,513
+67% +$420K ﹤0.01% 3192
2022
Q1
$1M Buy
58,685
+4,776
+9% +$81.5K ﹤0.01% 3315
2021
Q4
$1.05M Buy
+53,909
New +$1.05M ﹤0.01% 3354