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 |
|