Concord Wealth Partners’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-241
| Closed | -$39.7K | – | 861 |
|
|
2024
Q1 | $39.7K | Hold |
241
| – | – | 0.01% | 388 |
|
|
2023
Q4 | $36.6K | Sell |
241
-58
| -19% | -$8.82K | 0.01% | 397 |
|
|
2023
Q3 | $32.1K | Hold |
299
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $36.4K | Buy |
299
+36
| +14% | +$4.38K | 0.01% | 407 |
|
|
2023
Q1 | $25.7K | Sell |
263
-92
| -26% | -$8.99K | 0.01% | 450 |
|
|
2022
Q4 | $31.6K | Buy |
+355
| New | +$31.6K | 0.01% | 462 |
|
|
2022
Q3 | – | Sell |
-422
| Closed | -$28K | – | 387 |
|
|
2022
Q2 | $28K | Buy |
422
+36
| +9% | +$2.39K | 0.01% | 465 |
|
|
2022
Q1 | $29K | Sell |
386
-67
| -15% | -$5.03K | 0.01% | 548 |
|
|
2021
Q4 | $49K | Buy |
453
+157
| +53% | +$17K | 0.01% | 462 |
|
|
2021
Q3 | $25K | Sell |
296
-90
| -23% | -$7.6K | 0.01% | 340 |
|
|
2021
Q2 | $35K | Buy |
386
+5
| +1% | +$453 | 0.01% | 401 |
|
|
2021
Q1 | $34K | Buy |
381
+140
| +58% | +$12.5K | 0.01% | 393 |
|
|
2020
Q4 | $17K | Buy |
+241
| New | +$17K | 0.01% | 325 |
|