Charles Schwab’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 | $7.26M | Buy |
289,092
+23,184
| +9% | +$583K | ﹤0.01% | 2165 |
|
|
2025
Q1 | $6M | Buy |
265,908
+28,388
| +12% | +$640K | ﹤0.01% | 2194 |
|
|
2024
Q4 | $5.53M | Buy |
237,520
+10,869
| +5% | +$253K | ﹤0.01% | 2294 |
|
|
2024
Q3 | $8.21M | Buy |
226,651
+10,446
| +5% | +$378K | ﹤0.01% | 2128 |
|
|
2024
Q2 | $5.58M | Buy |
216,205
+13,814
| +7% | +$357K | ﹤0.01% | 2311 |
|
|
2024
Q1 | $8.85M | Buy |
202,391
+7,422
| +4% | +$325K | ﹤0.01% | 2045 |
|
|
2023
Q4 | $6.93M | Buy |
194,969
+16,902
| +9% | +$601K | ﹤0.01% | 2174 |
|
|
2023
Q3 | $3.96M | Buy |
178,067
+11,803
| +7% | +$262K | ﹤0.01% | 2354 |
|
|
2023
Q2 | $4.09M | Buy |
166,264
+10,589
| +7% | +$260K | ﹤0.01% | 2316 |
|
|
2023
Q1 | $2.06M | Buy |
155,675
+3,491
| +2% | +$46.3K | ﹤0.01% | 2517 |
|
|
2022
Q4 | $1.32M | Buy |
152,184
+2,764
| +2% | +$23.9K | ﹤0.01% | 2690 |
|
|
2022
Q3 | $1.58M | Buy |
149,420
+14,485
| +11% | +$154K | ﹤0.01% | 2647 |
|
|
2022
Q2 | $1.44M | Buy |
134,935
+43,245
| +47% | +$460K | ﹤0.01% | 2664 |
|
|
2022
Q1 | $1.57M | Buy |
91,690
+2,170
| +2% | +$37.1K | ﹤0.01% | 2724 |
|
|
2021
Q4 | $1.74M | Buy |
89,520
+1,674
| +2% | +$32.6K | ﹤0.01% | 2741 |
|
|
2021
Q3 | $1.52M | Buy |
87,846
+39,290
| +81% | +$681K | ﹤0.01% | 2758 |
|
|
2021
Q2 | $1.19M | Buy |
48,556
+1,231
| +3% | +$30.1K | ﹤0.01% | 2867 |
|
|
2021
Q1 | $1.14M | Buy |
+47,325
| New | +$1.14M | ﹤0.01% | 2811 |
|