Kapstone Financial 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 | $385K | Sell |
2,986
-159
| -5% | -$20.5K | 0.19% | 67 |
|
2025
Q1 | $400K | Hold |
3,145
| – | – | 0.23% | 66 |
|
2024
Q4 | $446K | Sell |
3,145
-220
| -7% | -$31.2K | 0.24% | 62 |
|
2024
Q3 | $641K | Hold |
3,365
| – | – | 0.39% | 50 |
|
2024
Q2 | $474K | Hold |
3,365
| – | – | 0.31% | 57 |
|
2024
Q1 | $554K | Buy |
3,365
+70
| +2% | +$11.5K | 0.38% | 52 |
|
2023
Q4 | $466K | Buy |
+3,295
| New | +$466K | 0.37% | 53 |
|