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Heritage Wealth Management (Arizona)’s LGI Homes LGIH Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q1 		– Sell
-1,545
Closed -$206K – 182
2023
Q4 		$206K Buy
+1,545
New +$172K 0.11% 162
2022
Q4 		$326K Buy
3,520
+1,889
+116% +$173K 0.05% 280
2022
Q3 		$133K Buy
1,631
+12
+0.7% +$1.18K 0.04% 300
2022
Q2 		$141K Buy
1,619
+466
+40% +$43.2K 0.05% 297
2022
Q1 		$113K Buy
+1,153
New +$142K 0.03% 354
2021
Q3 		$85K Buy
602
+95
+19% +$15K 0.03% 370
2021
Q2 		$82K Buy
507
+194
+62% +$32.1K 0.03% 370
2021
Q1 		$47K Buy
+313
New +$37.6K 0.03% 384

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WA
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State Street
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DGI
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CU
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AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return