FineMark National Bank & Trust’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,783
| Closed | -$249K | – | 448 |
|
|
2024
Q4 | $249K | Sell |
1,783
-2,400
| -57% | -$336K | 0.01% | 374 |
|
|
2024
Q3 | $798K | Hold |
4,183
| – | – | 0.03% | 238 |
|
|
2024
Q2 | $590K | Hold |
4,183
| – | – | 0.02% | 254 |
|
|
2024
Q1 | $688K | Buy |
4,183
+140
| +3% | +$23K | 0.03% | 241 |
|
|
2023
Q4 | $614K | Buy |
4,043
+8
| +0.2% | +$1.22K | 0.03% | 251 |
|
|
2023
Q3 | $434K | Buy |
4,035
+80
| +2% | +$8.6K | 0.02% | 285 |
|
|
2023
Q2 | $481K | Buy |
3,955
+20
| +0.5% | +$2.43K | 0.02% | 285 |
|
|
2023
Q1 | $384K | Buy |
3,935
+117
| +3% | +$11.4K | 0.02% | 303 |
|
|
2022
Q4 | $340K | Hold |
3,818
| – | – | 0.02% | 303 |
|
|
2022
Q3 | $257K | Sell |
3,818
-425
| -10% | -$28.6K | 0.01% | 334 |
|
|
2022
Q2 | $281K | Buy |
4,243
+25
| +0.6% | +$1.66K | 0.01% | 349 |
|
|
2022
Q1 | $314K | Buy |
4,218
+25
| +0.6% | +$1.86K | 0.01% | 356 |
|
|
2021
Q4 | $454K | Sell |
4,193
-153
| -4% | -$16.6K | 0.02% | 313 |
|
|
2021
Q3 | $365K | Sell |
4,346
-142
| -3% | -$11.9K | 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% | +$62K | 0.01% | 329 |
|
|
2020
Q3 | $271K | Buy |
+3,588
| New | +$271K | 0.01% | 315 |
|