Concurrent Investment Advisors’s D.R. Horton DHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Sell
5,832
-655
-10% -$84.4K 0.01% 687
2025
Q1
$825K Sell
6,487
-3,803
-37% -$483K 0.02% 598
2024
Q4
$1.44M Buy
10,290
+387
+4% +$54.1K 0.04% 400
2024
Q3
$1.89M Buy
9,903
+868
+10% +$166K 0.06% 326
2024
Q2
$1.27M Buy
9,035
+1,442
+19% +$203K 0.04% 376
2024
Q1
$1.25M Buy
+7,593
New +$1.25M 0.05% 336