CAPTRUST Financial Advisors’s Taylor Morrison TMHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
7,230
+1,070
| +17% | +$65.7K | ﹤0.01% | 1807 |
|
|
2025
Q1 | $370K | Sell |
6,160
-1,992
| -24% | -$120K | ﹤0.01% | 1823 |
|
|
2024
Q4 | $499K | Sell |
8,152
-188
| -2% | -$11.5K | ﹤0.01% | 1603 |
|
|
2024
Q3 | $586K | Buy |
8,340
+234
| +3% | +$16.4K | ﹤0.01% | 1486 |
|
|
2024
Q2 | $449K | Buy |
8,106
+1,225
| +18% | +$67.9K | ﹤0.01% | 1562 |
|
|
2024
Q1 | $428K | Sell |
6,881
-6,749
| -50% | -$420K | ﹤0.01% | 1568 |
|
|
2023
Q4 | $727K | Buy |
13,630
+1,081
| +9% | +$57.7K | ﹤0.01% | 1476 |
|
|
2023
Q3 | $535K | Sell |
12,549
-11,088
| -47% | -$472K | ﹤0.01% | 1611 |
|
|
2023
Q2 | $1.15M | Buy |
23,637
+10,852
| +85% | +$529K | ﹤0.01% | 1119 |
|
|
2023
Q1 | $489K | Buy |
12,785
+110
| +0.9% | +$4.21K | ﹤0.01% | 1423 |
|
|
2022
Q4 | $385K | Sell |
12,675
-397
| -3% | -$12K | ﹤0.01% | 1475 |
|
|
2022
Q3 | $305K | Buy |
13,072
+6,610
| +102% | +$154K | ﹤0.01% | 1523 |
|
|
2022
Q2 | $151K | Buy |
6,462
+2,565
| +66% | +$59.9K | ﹤0.01% | 1901 |
|
|
2022
Q1 | $106K | Sell |
3,897
-9,820
| -72% | -$267K | ﹤0.01% | 2224 |
|
|
2021
Q4 | $480K | Sell |
13,717
-2,069
| -13% | -$72.4K | ﹤0.01% | 1148 |
|
|
2021
Q3 | $407K | Buy |
15,786
+1,756
| +13% | +$45.3K | ﹤0.01% | 1128 |
|
|
2021
Q2 | $371K | Buy |
14,030
+129
| +0.9% | +$3.41K | ﹤0.01% | 1133 |
|
|
2021
Q1 | $428K | Buy |
13,901
+2,014
| +17% | +$62K | ﹤0.01% | 1028 |
|
|
2020
Q4 | $305K | Buy |
11,887
+10,100
| +565% | +$259K | ﹤0.01% | 1027 |
|
|
2020
Q3 | $46K | Buy |
1,787
+1,500
| +523% | +$38.6K | ﹤0.01% | 1668 |
|
|
2020
Q2 | $5K | Buy |
+287
| New | +$5K | ﹤0.01% | 2404 |
|
|
2019
Q2 | – | Sell |
-2,119
| Closed | -$38K | – | 2016 |
|
|
2019
Q1 | $38K | Buy |
+2,119
| New | +$38K | ﹤0.01% | 985 |
|
|
2018
Q4 | – | Sell |
-504
| Closed | -$9K | – | 1675 |
|
|
2018
Q3 | $9K | Hold |
504
| – | – | ﹤0.01% | 1258 |
|
|
2018
Q2 | $10K | Buy |
+504
| New | +$10K | ﹤0.01% | 1179 |
|