Kestra Advisory Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
8,779
+1,322
| +18% | +$139K | ﹤0.01% | 1526 |
|
|
2025
Q1 | $767K | Sell |
7,457
-7,222
| -49% | -$742K | ﹤0.01% | 1554 |
|
|
2024
Q4 | $1.6M | Sell |
14,679
-55
| -0.4% | -$6K | 0.01% | 1118 |
|
|
2024
Q3 | $2.11M | Sell |
14,734
-3,840
| -21% | -$551K | 0.01% | 931 |
|
|
2024
Q2 | $1.81M | Sell |
18,574
-4,081
| -18% | -$398K | 0.01% | 1014 |
|
|
2024
Q1 | $2.73M | Buy |
22,655
+4,154
| +22% | +$501K | 0.02% | 751 |
|
|
2023
Q4 | $1.91M | Buy |
18,501
+3,494
| +23% | +$361K | 0.02% | 814 |
|
|
2023
Q3 | $1.11M | Buy |
15,007
+4,945
| +49% | +$366K | 0.01% | 943 |
|
|
2023
Q2 | $782K | Sell |
10,062
-4,242
| -30% | -$330K | 0.01% | 1093 |
|
|
2023
Q1 | $834K | Buy |
14,304
+456
| +3% | +$26.6K | 0.01% | 1028 |
|
|
2022
Q4 | $630K | Buy |
13,848
+5,082
| +58% | +$231K | 0.01% | 1266 |
|
|
2022
Q3 | $329K | Sell |
8,766
-3,112
| -26% | -$117K | ﹤0.01% | 1549 |
|
|
2022
Q2 | $471K | Sell |
11,878
-1,427
| -11% | -$56.6K | ﹤0.01% | 1365 |
|
|
2022
Q1 | $557K | Buy |
13,305
+3,295
| +33% | +$138K | 0.01% | 1230 |
|
|
2021
Q4 | $572K | Sell |
10,010
-2,897
| -22% | -$166K | 0.01% | 1249 |
|
|
2021
Q3 | $593K | Sell |
12,907
-4,173
| -24% | -$192K | 0.01% | 1295 |
|
|
2021
Q2 | $932K | Buy |
17,080
+4,654
| +37% | +$254K | 0.01% | 981 |
|
|
2021
Q1 | $652K | Sell |
12,426
-15,350
| -55% | -$805K | 0.01% | 1068 |
|
|
2020
Q4 | $1.23M | Sell |
27,776
-2,685
| -9% | -$118K | 0.01% | 768 |
|
|
2020
Q3 | $1.4M | Buy |
+30,461
| New | +$1.4M | 0.03% | 528 |
|