Creative Planning’s M/I Homes MHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Buy |
19,240
+6,886
| +56% | +$927K | ﹤0.01% | 1773 |
|
|
2025
Q4 | $1.58M | Sell |
12,354
-139
| -1% | -$18.4K | ﹤0.01% | 1911 |
|
|
2025
Q3 | $1.8M | Buy |
12,493
+3,515
| +39% | +$476K | ﹤0.01% | 1629 |
|
|
2025
Q2 | $1.01M | Buy |
8,978
+6,238
| +228% | +$678K | ﹤0.01% | 1839 |
|
|
2025
Q1 | $313K | Sell |
2,740
-2,657
| -49% | -$326K | ﹤0.01% | 2718 |
|
|
2024
Q4 | $718K | Sell |
5,397
-1,097
| -17% | -$173K | ﹤0.01% | 1905 |
|
|
2024
Q3 | $1.11M | Buy |
6,494
+2,335
| +56% | +$354K | ﹤0.01% | 1439 |
|
|
2024
Q2 | $508K | Buy |
4,159
+1,244
| +43% | +$152K | ﹤0.01% | 1932 |
|
|
2024
Q1 | $397K | Buy |
2,915
+319
| +12% | +$40.5K | ﹤0.01% | 2032 |
|
|
2023
Q4 | $358K | Buy |
+2,596
| New | +$260K | ﹤0.01% | 1962 |
|
|
2017
Q3 | – | Sell |
-2,281
| Closed | -$65K | – | 2975 |
|
|
2017
Q2 | $65K | Hold |
2,281
| – | – | ﹤0.01% | 2310 |
|
|
2017
Q1 | $56K | Hold |
2,281
| – | – | ﹤0.01% | 2399 |
|
|
2016
Q4 | $57K | Sell |
2,281
-30
| -1% | -$707 | ﹤0.01% | 2290 |
|
|
2016
Q3 | $54K | Sell |
2,311
-451
| -16% | -$9.98K | ﹤0.01% | 2299 |
|
|
2016
Q2 | $52K | Hold |
2,762
| – | – | ﹤0.01% | 2116 |
|
|
2016
Q1 | $52K | Sell |
2,762
-300
| -10% | -$5.39K | ﹤0.01% | 2072 |
|
|
2015
Q4 | $67K | Sell |
3,062
-100
| -3% | -$2.3K | ﹤0.01% | 1885 |
|
|
2015
Q3 | $75K | Buy |
+3,162
| New | +$78.5K | ﹤0.01% | 1760 |
|
|
2015
Q2 | – | Sell |
-2,811
| Closed | -$67K | – | 2238 |
|
|
2015
Q1 | $67K | Hold |
2,811
| – | – | ﹤0.01% | 1811 |
|
|
2014
Q4 | $65K | Sell |
2,811
-300
| -10% | -$6.53K | ﹤0.01% | 1825 |
|
|
2014
Q3 | $62K | Buy |
3,111
+300
| +11% | +$6.54K | ﹤0.01% | 1772 |
|
|
2014
Q2 | $68K | Hold |
2,811
| – | – | ﹤0.01% | 1670 |
|
|
2014
Q1 | $63K | Hold |
2,811
| – | – | ﹤0.01% | 1661 |
|
|
2013
Q4 | $72K | Hold |
2,811
| – | – | ﹤0.01% | 1380 |
|
|
2013
Q3 | $58K | Hold |
2,811
| – | – | ﹤0.01% | 1425 |
|
|
2013
Q2 | $65K | Buy |
+2,811
| New | +$68.3K | ﹤0.01% | 1232 |
|
Other funds holding MHO
DSC
VCM
VPM
