CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s M/I Homes MHO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$789K Buy
+6,443
New +$867K ﹤0.01% 1731
2024
Q1 		– Sell
-2,579
Closed -$355K – 2450
2023
Q4 		$355K Sell
2,579
-29
-1% -$2.9K ﹤0.01% 1996
2023
Q3 		$219K Buy
2,608
+34
+1% +$3.14K ﹤0.01% 2226
2023
Q2 		$224K Buy
+2,574
New +$182K ﹤0.01% 2181
2022
Q3 		– Sell
-2,341
Closed -$93K – 3242
2022
Q2 		$93K Buy
2,341
+394
+20% +$17.1K ﹤0.01% 2248
2022
Q1 		$86K Buy
1,947
+433
+29% +$22.1K ﹤0.01% 2382
2021
Q4 		$94K Sell
1,514
-231
-13% -$13.8K ﹤0.01% 2208
2021
Q3 		$101K Buy
1,745
+51
+3% +$3.12K ﹤0.01% 2074
2021
Q2 		$99K Sell
1,694
-391
-19% -$25.2K ﹤0.01% 2039
2021
Q1 		$123K Buy
2,085
+1,543
+285% +$80.1K ﹤0.01% 1802
2020
Q4 		$24K Buy
542
+55
+11% +$2.48K ﹤0.01% 2169
2020
Q3 		$22K Buy
+487
New +$20.3K ﹤0.01% 1932

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VCM
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VPM
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American Century Companies
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Millennium Management
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