IFP 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 | $18.3K | Sell |
600
-86
| -13% | -$2.62K | ﹤0.01% | 2599 |
|
|
2025
Q1 | $16.2K | Buy |
686
+93
| +16% | +$2.2K | ﹤0.01% | 2379 |
|
|
2024
Q4 | $14.6K | Sell |
593
-42
| -7% | -$1.03K | ﹤0.01% | 2386 |
|
|
2024
Q3 | $23K | Buy |
635
+52
| +9% | +$1.88K | ﹤0.01% | 2093 |
|
|
2024
Q2 | $15.1K | Buy |
583
+10
| +2% | +$258 | ﹤0.01% | 2190 |
|
|
2024
Q1 | $25.1K | Buy |
573
+8
| +1% | +$350 | ﹤0.01% | 1872 |
|
|
2023
Q4 | $20.1K | Buy |
+565
| New | +$20.1K | ﹤0.01% | 1915 |
|
|
2023
Q1 | – | Sell |
-2,500
| Closed | -$52K | – | 3609 |
|
|
2022
Q4 | $52K | Hold |
2,500
| – | – | ﹤0.01% | 2216 |
|
|
2022
Q3 | $52K | Hold |
2,500
| – | – | ﹤0.01% | 2333 |
|
|
2022
Q2 | $52K | Hold |
2,500
| – | – | ﹤0.01% | 2140 |
|
|
2022
Q1 | $52K | Buy |
2,500
+1,250
| +100% | +$26K | ﹤0.01% | 2140 |
|
|
2021
Q4 | $24K | Buy |
1,250
+50
| +4% | +$960 | ﹤0.01% | 1826 |
|
|
2021
Q3 | $20K | Buy |
1,200
+1,100
| +1,100% | +$18.3K | ﹤0.01% | 1919 |
|
|
2021
Q2 | $2K | Sell |
100
-1,000
| -91% | -$20K | ﹤0.01% | 2703 |
|
|
2021
Q1 | $26K | Buy |
+1,100
| New | +$26K | ﹤0.01% | 1726 |
|