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Carolina Wealth Advisors’s Forestar Group FOR Stock Holding History

Carolina Wealth Advisors’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,254
Closed -$174K – 290
2025
Q1 		$174K Sell
8,254
-12,335
-60% -$287K 0.09% 72
2024
Q4 		$534K Buy
20,589
+454
+2% +$13.6K 0.29% 44
2024
Q3 		$652K Sell
20,135
-1,849
-8% -$57.6K 0.33% 41
2024
Q2 		$703K Buy
21,984
+2,479
+13% +$83.9K 0.34% 41
2024
Q1 		$784K Sell
19,505
-82
-0.4% -$2.79K 0.42% 31
2023
Q4 		$648K Sell
19,587
-333
-2% -$9.65K 0.34% 39
2023
Q3 		$537K Buy
+19,920
New +$549K 0.3% 54

Other funds holding FOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolina Wealth Advisors's FOR Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Forestar Group (FOR) in Q2 2025, closing a stake of 8,254 shares — an estimated $174K sold.

Carolina Wealth Advisors first reported a position in FOR in Q3 2023 and held it in 7 quarters. The position peaked at $784K in Q1 2024. 154 funds tracked by Wall St. Rank hold FOR as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Forestar Group position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 8,254 Forestar Group shares in Q2 2025, an estimated $174K.
  • Carolina Wealth Advisors first reported a position in Forestar Group in Q3 2023 and held it in 7 quarters.
  • Carolina Wealth Advisors's Forestar Group position peaked at $784K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Forestar Group as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.