HighTower Advisors’s Dream Finders Homes DFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
10,185
+817
+9% +$20.5K ﹤0.01% 3052
2025
Q1
$211K Buy
9,368
+450
+5% +$10.2K ﹤0.01% 3116
2024
Q4
$208K Buy
8,918
+2,475
+38% +$57.6K ﹤0.01% 3145
2024
Q3
$234K Buy
+6,443
New +$234K ﹤0.01% 3005
2024
Q2
Sell
-4,677
Closed -$203K 3395
2024
Q1
$203K Buy
+4,677
New +$203K ﹤0.01% 2955
2021
Q2
Sell
-10,500
Closed -$253K 2933
2021
Q1
$253K Buy
+10,500
New +$253K ﹤0.01% 2414