Heritage 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
Q2 | $1.38M | Buy |
10,671
+81
| +0.8% | +$10.4K | 0.16% | 135 |
|
|
2025
Q1 | $1.35M | Sell |
10,590
-895
| -8% | -$114K | 0.16% | 132 |
|
|
2024
Q4 | $1.61M | Buy |
+11,485
| New | +$1.61M | 0.19% | 118 |
|
|
2024
Q2 | $1.6M | Sell |
11,379
-233
| -2% | -$32.8K | 0.21% | 114 |
|
|
2024
Q1 | $1.91M | Sell |
11,612
-323
| -3% | -$53.2K | 0.26% | 100 |
|
|
2023
Q4 | $1.81M | Buy |
11,935
+260
| +2% | +$39.5K | 0.26% | 97 |
|
|
2023
Q3 | $1.25M | Sell |
11,675
-20,966
| -64% | -$2.25M | 0.2% | 114 |
|
|
2023
Q2 | $3.97M | Sell |
32,641
-678
| -2% | -$82.5K | 0.58% | 50 |
|
|
2023
Q1 | $3.25M | Buy |
33,319
+118
| +0.4% | +$11.5K | 0.51% | 60 |
|
|
2022
Q4 | $2.96M | Buy |
33,201
+1,712
| +5% | +$153K | 0.48% | 67 |
|
|
2022
Q3 | $2.12M | Buy |
31,489
+79
| +0.3% | +$5.32K | 0.37% | 77 |
|
|
2022
Q2 | $2.08M | Sell |
31,410
-760
| -2% | -$50.3K | 0.34% | 84 |
|
|
2022
Q1 | $2.4M | Sell |
32,170
-243
| -0.7% | -$18.1K | 0.34% | 80 |
|
|
2021
Q4 | $3.52M | Buy |
32,413
+5,236
| +19% | +$568K | 0.45% | 64 |
|
|
2021
Q3 | $2.28M | Buy |
27,177
+3,913
| +17% | +$329K | 0.32% | 83 |
|
|
2021
Q2 | $2.1M | Sell |
23,264
-35
| -0.2% | -$3.16K | 0.3% | 90 |
|
|
2021
Q1 | $2.08M | Sell |
23,299
-330
| -1% | -$29.4K | 0.32% | 88 |
|
|
2020
Q4 | $1.63M | Buy |
23,629
+585
| +3% | +$40.3K | 0.26% | 91 |
|
|
2020
Q3 | $1.74M | Buy |
23,044
+1,514
| +7% | +$115K | 0.32% | 76 |
|
|
2020
Q2 | $1.2M | Buy |
21,530
+6,740
| +46% | +$374K | 0.23% | 95 |
|
|
2020
Q1 | $502K | Buy |
14,790
+8,624
| +140% | +$293K | 0.13% | 119 |
|
|
2019
Q4 | $326K | Buy |
+6,166
| New | +$326K | 0.07% | 160 |
|