Dana Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
179,656
-9,041
| -5% | -$953K | 0.63% | 33 |
|
|
2025
Q1 | $19.4M | Sell |
188,697
-615
| -0.3% | -$63.2K | 0.69% | 28 |
|
|
2024
Q4 | $20.6M | Buy |
189,312
+3,201
| +2% | +$349K | 0.68% | 30 |
|
|
2024
Q3 | $26.7M | Sell |
186,111
-22,751
| -11% | -$3.27M | 0.88% | 17 |
|
|
2024
Q2 | $23M | Sell |
208,862
-18,521
| -8% | -$2.04M | 0.78% | 23 |
|
|
2024
Q1 | $27.4M | Sell |
227,383
-22,919
| -9% | -$2.76M | 0.91% | 15 |
|
|
2023
Q4 | $25.8M | Sell |
250,302
-34,886
| -12% | -$3.6M | 1.25% | 13 |
|
|
2023
Q3 | $21.1M | Buy |
+285,188
| New | +$21.1M | 1.08% | 21 |
|