CastleKeep Investment Advisors
DFH icon

CastleKeep Investment Advisors’s Dream Finders Homes DFH Stock Holding History

CastleKeep Investment Advisors’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-28,496
Closed -$1.25M – 99
2024
Q1 		$1.25M Sell
28,496
-9,430
-25% -$332K 0.9% 17
2023
Q4 		$1.35M Buy
+37,926
New +$943K 0.96% 18

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CastleKeep Investment Advisors's DFH Position: Q2 2024 in Review

CastleKeep Investment Advisors sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 28,496 shares — an estimated $1.25M sold.

CastleKeep Investment Advisors first reported a position in DFH in Q4 2023 and held it in 2 quarters. The position peaked at $1.35M in Q4 2023. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 28,496 Dream Finders Homes shares in Q2 2024, an estimated $1.25M.
  • CastleKeep Investment Advisors first reported a position in Dream Finders Homes in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's Dream Finders Homes position peaked at $1.35M in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.