Kestra Investment Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
5,274
+2,657
+102% +$277K 0.01% 362
2025
Q1
$269K Buy
2,617
+694
+36% +$71.3K 0.01% 343
2024
Q4
$209K Buy
1,923
+141
+8% +$15.4K 0.01% 349
2024
Q3
$256K Buy
+1,782
New +$256K 0.01% 291