CFSG
Clark Financial Services Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
3,178
+311
| +11% | +$32.8K | 0.21% | 81 |
|
|
2025
Q1 | $295K | Buy |
2,867
+722
| +34% | +$74.2K | 0.2% | 77 |
|
|
2024
Q4 | $234K | Buy |
2,145
+165
| +8% | +$18K | 0.18% | 72 |
|
|
2024
Q3 | $284K | Buy |
1,980
+45
| +2% | +$6.46K | 0.26% | 54 |
|
|
2024
Q2 | $213K | Buy |
1,935
+114
| +6% | +$12.5K | 0.22% | 57 |
|
|
2024
Q1 | $220K | Buy |
+1,821
| New | +$220K | 0.26% | 54 |
|