J.W. Cole Advisors’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $329K | Buy |
2,552
+557
| +28% | +$71.8K | 0.01% | 1094 |
|
2025
Q1 | $254K | Buy |
+1,995
| New | +$254K | 0.01% | 1046 |
|
2022
Q1 | – | Sell |
-2,457
| Closed | -$266K | – | 821 |
|
2021
Q4 | $266K | Sell |
2,457
-458
| -16% | -$49.6K | 0.02% | 689 |
|
2021
Q3 | $245K | Buy |
2,915
+504
| +21% | +$42.4K | 0.02% | 397 |
|
2021
Q2 | $218K | Buy |
+2,411
| New | +$218K | 0.02% | 676 |
|
2020
Q4 | – | Sell |
-3,166
| Closed | -$239K | – | 685 |
|
2020
Q3 | $239K | Buy |
+3,166
| New | +$239K | 0.02% | 616 |
|