Envestnet Asset Management’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 | $4.81M | Buy |
191,594
+4,268
| +2% | +$107K | ﹤0.01% | 2218 |
|
|
2025
Q1 | $4.23M | Buy |
187,326
+2,321
| +1% | +$52.4K | ﹤0.01% | 2245 |
|
|
2024
Q4 | $4.31M | Buy |
185,005
+60,125
| +48% | +$1.4M | ﹤0.01% | 2209 |
|
|
2024
Q3 | $4.52M | Buy |
124,880
+1,377
| +1% | +$49.9K | ﹤0.01% | 2158 |
|
|
2024
Q2 | $3.19M | Sell |
123,503
-11,280
| -8% | -$291K | ﹤0.01% | 2328 |
|
|
2024
Q1 | $5.89M | Buy |
134,783
+122,732
| +1,018% | +$5.37M | ﹤0.01% | 1868 |
|
|
2023
Q4 | $428K | Buy |
+12,051
| New | +$428K | ﹤0.01% | 3414 |
|
|
2022
Q3 | – | Sell |
-10,244
| Closed | -$109K | – | 3928 |
|
|
2022
Q2 | $109K | Buy |
+10,244
| New | +$109K | ﹤0.01% | 3749 |
|
|
2021
Q3 | – | Sell |
-8,254
| Closed | -$202K | – | 3687 |
|
|
2021
Q2 | $202K | Buy |
+8,254
| New | +$202K | ﹤0.01% | 3487 |
|