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JFS Wealth Advisors’s LGI Homes LGIH Stock Holding History

JFS Wealth Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$133 – 1926
2025
Q1 		$133 Sell
2
-16
-89% -$1.29K ﹤0.01% 1860
2024
Q4 		$1.61K Hold
18
– – ﹤0.01% 1552
2024
Q3 		$2.13K Buy
18
+5
+38% +$527 ﹤0.01% 1459
2024
Q2 		$1.16K Hold
13
– – ﹤0.01% 1633
2024
Q1 		$1.51K Hold
13
– – ﹤0.01% 1539
2023
Q4 		$1.73K Sell
13
-5
-28% -$555 ﹤0.01% 1494
2023
Q3 		$1.79K Sell
18
-8
-31% -$993 ﹤0.01% 1401
2023
Q2 		$3.51K Hold
26
– – ﹤0.01% 1171
2023
Q1 		$2.96K Buy
26
+8
+44% +$868 ﹤0.01% 1210
2022
Q4 		$1.67K Buy
18
+6
+50% +$548 ﹤0.01% 1439
2022
Q3 		$1K Buy
12
+3
+33% +$294 ﹤0.01% 1581
2022
Q2 		$1K Sell
9
-10
-53% -$927 ﹤0.01% 1572
2022
Q1 		$2K Buy
19
+11
+138% +$1.36K ﹤0.01% 1440
2021
Q4 		$1K Buy
+8
New +$1.17K ﹤0.01% 1437

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return

JFS Wealth Advisors's LGIH Position: Q2 2025 in Review

JFS Wealth Advisors sold out of LGI Homes (LGIH) in Q2 2025, closing a stake of 2 shares — an estimated $133 sold.

JFS Wealth Advisors first reported a position in LGIH in Q4 2021 and held it in 14 quarters. The position peaked at $3.51K in Q2 2023. 226 funds tracked by Wall St. Rank hold LGIH as of Q2 2025.

  • JFS Wealth Advisors reported no remaining LGI Homes position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 LGI Homes shares in Q2 2025, an estimated $133.
  • JFS Wealth Advisors first reported a position in LGI Homes in Q4 2021 and held it in 14 quarters.
  • JFS Wealth Advisors's LGI Homes position peaked at $3.51K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held LGI Homes as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.