FineMark National Bank & Trust’s D.R. Horton DHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,325	Closed	-$225K	–	455
2025 Q3	$225K	Buy	+1,325	New	+$208K	0.01%	416
2025 Q1	–	Sell	-1,783	Closed	-$249K	–	448
2024 Q4	$249K	Sell	1,783 -2,400	-57%	-$401K	0.01%	375
2024 Q3	$798K	Hold	4,183	–	–	0.03%	239
2024 Q2	$590K	Hold	4,183	–	–	0.02%	254
2024 Q1	$688K	Buy	4,183 +140	+3%	+$21K	0.03%	241
2023 Q4	$614K	Buy	4,043 +8	+0.2%	+$985	0.03%	251
2023 Q3	$434K	Buy	4,035 +80	+2%	+$9.58K	0.02%	285
2023 Q2	$481K	Buy	3,955 +20	+0.5%	+$2.19K	0.02%	285
2023 Q1	$384K	Buy	3,935 +117	+3%	+$11.2K	0.02%	303
2022 Q4	$340K	Hold	3,818	–	–	0.02%	303
2022 Q3	$257K	Sell	3,818 -425	-10%	-$31.3K	0.01%	335
2022 Q2	$281K	Buy	4,243 +25	+0.6%	+$1.76K	0.01%	350
2022 Q1	$314K	Buy	4,218 +25	+0.6%	+$2.17K	0.01%	357
2021 Q4	$454K	Sell	4,193 -153	-4%	-$14.7K	0.02%	314
2021 Q3	$365K	Sell	4,346 -142	-3%	-$13.1K	0.02%	326
2021 Q2	$406K	Hold	4,488	–	–	0.02%	320
2021 Q1	$400K	Hold	4,488	–	–	0.02%	308
2020 Q4	$309K	Buy	4,488 +900	+25%	+$65.6K	0.01%	330
2020 Q3	$271K	Buy	+3,588	New	+$245K	0.01%	316