Financial Management Professionals’s LGI Homes LGIH Stock Holding History

Financial Management Professionals’s Portfolio LGIH Stock Details LGIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5K	Hold	244	–	–	﹤0.01%	502
2026 Q1	$9.64K	Buy	+244	New	+$11.9K	﹤0.01%	534
2024 Q2	–	Sell	-537	Closed	-$62K	–	971
2024 Q1	$62K	Hold	537	–	–	0.01%	253
2023 Q4	$72K	Buy	537 +115	+27%	+$12.8K	0.01%	219
2023 Q3	$42K	Buy	+422	New	+$52.4K	0.01%	270
2022 Q3	–	Sell	-481	Closed	-$42K	–	1030
2022 Q2	$42K	Sell	481 -66	-12%	-$6.12K	0.01%	245
2022 Q1	$53K	Hold	547	–	–	0.01%	232
2021 Q4	$85K	Hold	547	–	–	0.02%	188
2021 Q3	$78K	Sell	547 -5	-0.9%	-$789	0.02%	193
2021 Q2	$89K	Buy	552 +5	+0.9%	+$827	0.02%	166
2021 Q1	$82K	Buy	+547	New	+$65.7K	0.02%	155
2019 Q3	–	Sell	-95	Closed	-$7K	–	330
2019 Q2	$7K	Buy	+95	New	+$6.59K	﹤0.01%	218

Other funds holding LGIH

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return