JFS Wealth 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 | $478 | Buy |
+19
| New | +$478 | ﹤0.01% | 1703 |
|
|
2025
Q1 | – | Sell |
-23
| Closed | -$536 | – | 1949 |
|
|
2024
Q4 | $536 | Hold |
23
| – | – | ﹤0.01% | 1768 |
|
|
2024
Q3 | $833 | Buy |
23
+14
| +156% | +$507 | ﹤0.01% | 1732 |
|
|
2024
Q2 | $233 | Hold |
9
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q1 | $394 | Buy |
9
+2
| +29% | +$88 | ﹤0.01% | 1825 |
|
|
2023
Q4 | $249 | Buy |
+7
| New | +$249 | ﹤0.01% | 1882 |
|