Heritage Wealth Management (Arizona)’s LGI Homes LGIH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,545
| Closed | -$206K | – | 182 |
|
|
2023
Q4 | $206K | Buy |
+1,545
| New | +$206K | 0.11% | 162 |
|
|
2022
Q4 | $326K | Buy |
3,520
+1,889
| +116% | +$175K | 0.05% | 280 |
|
|
2022
Q3 | $133K | Buy |
1,631
+12
| +0.7% | +$979 | 0.04% | 300 |
|
|
2022
Q2 | $141K | Buy |
1,619
+466
| +40% | +$40.5K | 0.05% | 297 |
|
|
2022
Q1 | $113K | Buy |
+1,153
| New | +$113K | 0.03% | 354 |
|
|
2021
Q3 | $85K | Buy |
602
+95
| +19% | +$13.4K | 0.03% | 370 |
|
|
2021
Q2 | $82K | Buy |
507
+194
| +62% | +$31.4K | 0.03% | 370 |
|
|
2021
Q1 | $47K | Buy |
+313
| New | +$47K | 0.03% | 384 |
|