Creative Planning’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+8,196
| New | +$206K | ﹤0.01% | 3188 |
|
|
2025
Q1 | – | Sell |
-767
| Closed | -$17.8K | – | 3496 |
|
|
2024
Q4 | $17.8K | Buy |
+767
| New | +$17.8K | ﹤0.01% | 3337 |
|
|
2024
Q2 | – | Sell |
-5,202
| Closed | -$227K | – | 3022 |
|
|
2024
Q1 | $227K | Buy |
+5,202
| New | +$227K | ﹤0.01% | 2471 |
|