Envestnet Asset Management’s Smith Douglas Homes SDHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Sell |
51,161
-7,932
| -13% | -$154K | ﹤0.01% | 3283 |
|
|
2025
Q1 | $1.15M | Sell |
59,093
-2,835
| -5% | -$55.3K | ﹤0.01% | 3112 |
|
|
2024
Q4 | $1.59M | Sell |
61,928
-1,048
| -2% | -$26.9K | ﹤0.01% | 2836 |
|
|
2024
Q3 | $2.38M | Buy |
62,976
+21,112
| +50% | +$798K | ﹤0.01% | 2539 |
|
|
2024
Q2 | $979K | Sell |
41,864
-39
| -0.1% | -$912 | ﹤0.01% | 3054 |
|
|
2024
Q1 | $1.24M | Buy |
+41,903
| New | +$1.24M | ﹤0.01% | 2882 |
|