Beta Wealth Group’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
2,703
-30,298
| -92% | -$3.91M | 0.13% | 86 |
|
|
2025
Q1 | $4.2M | Buy |
33,001
+30,801
| +1,400% | +$3.92M | 1.51% | 23 |
|
|
2024
Q4 | $308K | Buy |
2,200
+200
| +10% | +$28K | 0.14% | 93 |
|
|
2024
Q3 | $382K | Sell |
2,000
-1,401
| -41% | -$267K | 0.17% | 84 |
|
|
2024
Q2 | $479K | Buy |
3,401
+301
| +10% | +$42.4K | 0.23% | 70 |
|
|
2024
Q1 | $510K | Buy |
3,100
+200
| +7% | +$32.9K | 0.25% | 65 |
|
|
2023
Q4 | $441K | Sell |
2,900
-1,100
| -28% | -$167K | 0.23% | 69 |
|
|
2023
Q3 | $430K | Buy |
4,000
+200
| +5% | +$21.5K | 0.25% | 70 |
|
|
2023
Q2 | $462K | Buy |
3,800
+1,000
| +36% | +$122K | 0.27% | 66 |
|
|
2023
Q1 | $274K | Sell |
2,800
-1,700
| -38% | -$166K | 0.16% | 83 |
|
|
2022
Q4 | $401K | Buy |
4,500
+300
| +7% | +$26.7K | 0.27% | 63 |
|
|
2022
Q3 | $283K | Buy |
4,200
+200
| +5% | +$13.5K | 0.2% | 69 |
|
|
2022
Q2 | $265K | Buy |
4,000
+300
| +8% | +$19.9K | 0.18% | 70 |
|
|
2022
Q1 | $276K | Buy |
+3,700
| New | +$276K | 0.18% | 75 |
|