CAPTRUST Financial Advisors’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 | – | Sell |
-35,743
| Closed | -$806K | – | 2532 |
|
|
2025
Q1 | $806K | Buy |
+35,743
| New | +$806K | ﹤0.01% | 1390 |
|
|
2024
Q4 | – | Sell |
-5,594
| Closed | -$203K | – | 2320 |
|
|
2024
Q3 | $203K | Sell |
5,594
-17,121
| -75% | -$620K | ﹤0.01% | 2129 |
|
|
2024
Q2 | $587K | Buy |
22,715
+11,367
| +100% | +$293K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $496K | Buy |
+11,348
| New | +$496K | ﹤0.01% | 1486 |
|
|
2022
Q3 | – | Sell |
-31
| Closed | – | – | 2551 |
|
|
2022
Q2 | $0 | Buy |
+31
| New | – | ﹤0.01% | 4969 |
|