Kestra Advisory Services’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$926K Buy
2025
Q1
$767K Sell
2024
Q4
$1.6M Sell
2024
Q3
$2.11M Sell
2024
Q2
$1.81M Sell
2024
Q1
$2.73M Buy
2023
Q4
$1.91M Buy
2023
Q3
$1.11M Buy
2023
Q2
$782K Sell
2023
Q1
$834K Buy
2022
Q4
$630K Buy
2022
Q3
$329K Sell
2022
Q2
$471K Sell
2022
Q1
$557K Buy
2021
Q4
$572K Sell
2021
Q3
$593K Sell
2021
Q2
$932K Buy
2021
Q1
$652K Sell
2020
Q4
$1.23M Sell
2020
Q3
$1.4M Buy