Commonwealth Equity Services

Commonwealth Equity Services’s LGI Homes LGIH Stock Holding History

Commonwealth Equity Services’s Portfolio LGIH Stock Details LGIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,664	Closed	-$396K	–	4382
2025 Q3	$396K	Buy	7,664 +1,801	+31%	+$105K	﹤0.01%	3375
2025 Q2	$302K	Buy	5,863 +58	+1%	+$3.17K	﹤0.01%	3573
2025 Q1	$386K	Buy	5,805 +1,882	+48%	+$152K	﹤0.01%	3255
2024 Q4	$351K	Buy	+3,923	New	+$412K	﹤0.01%	3272
2024 Q3	–	Sell	-2,702	Closed	-$242K	–	4144
2024 Q2	$242K	Buy	2,702 +755	+39%	+$72.9K	﹤0.01%	3497
2024 Q1	$227K	Buy	+1,947	New	+$230K	﹤0.01%	3525
2021 Q4	–	Sell	-16,794	Closed	-$2.38M	–	3696
2021 Q3	$2.38M	Sell	16,794 -6,082	-27%	-$960K	0.01%	1321
2021 Q2	$3.7M	Buy	22,876 +144	+0.6%	+$23.8K	0.01%	1023
2021 Q1	$3.39M	Buy	+22,732	New	+$2.73M	0.01%	988
2018 Q2	–	Sell	-20,510	Closed	-$1.45M	–	2792
2018 Q1	$1.45M	Buy	+20,510	New	+$1.39M	0.01%	1051
2016 Q4	–	Sell	-11,315	Closed	-$417K	–	2350
2016 Q3	$417K	Sell	11,315 -2,110	-16%	-$74.4K	﹤0.01%	1483
2016 Q2	$429K	Buy	+13,425	New	+$372K	﹤0.01%	1454

Other funds holding LGIH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return