Diversified Trust’s KB Home KBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,449
| Closed | -$433K | – | 972 |
|
|
2025
Q1 | $433K | Sell |
7,449
-4,598
| -38% | -$267K | 0.01% | 621 |
|
|
2024
Q4 | $792K | Sell |
12,047
-5,660
| -32% | -$372K | 0.02% | 444 |
|
|
2024
Q3 | $1.52M | Buy |
17,707
+7,361
| +71% | +$631K | 0.04% | 274 |
|
|
2024
Q2 | $726K | Buy |
10,346
+790
| +8% | +$55.4K | 0.02% | 431 |
|
|
2024
Q1 | $677K | Buy |
9,556
+550
| +6% | +$39K | 0.02% | 433 |
|
|
2023
Q4 | $563K | Sell |
9,006
-1,739
| -16% | -$109K | 0.02% | 463 |
|
|
2023
Q3 | $497K | Sell |
10,745
-1,679
| -14% | -$77.7K | 0.02% | 465 |
|
|
2023
Q2 | $642K | Sell |
12,424
-4,361
| -26% | -$226K | 0.02% | 387 |
|
|
2023
Q1 | $674K | Buy |
16,785
+9,443
| +129% | +$379K | 0.03% | 366 |
|
|
2022
Q4 | $234K | Buy |
+7,342
| New | +$234K | 0.01% | 679 |
|
|
2021
Q2 | – | Sell |
-5,886
| Closed | -$274K | – | 842 |
|
|
2021
Q1 | $274K | Sell |
5,886
-2,467
| -30% | -$115K | 0.01% | 579 |
|
|
2020
Q4 | $280K | Hold |
8,353
| – | – | 0.01% | 527 |
|
|
2020
Q3 | $321K | Buy |
+8,353
| New | +$321K | 0.01% | 420 |
|