Heritage Wealth Management (Ohio)’s KB Home KBH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$382K	Sell	7,220 -150	-2%	-$7.95K	0.12%	168
2025 Q1	$428K	Sell	7,370 -1,150	-13%	-$66.8K	0.15%	151
2024 Q4	$560K	Hold	8,520	–	–	0.19%	125
2024 Q3	$730K	Sell	8,520 -200	-2%	-$17.1K	0.24%	106
2024 Q2	$575K	Buy	+8,720	New	+$575K	0.19%	121