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Key Financial Inc’s LGI Homes LGIH Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-35
Closed -$3.13K – 1403
2024
Q4 		$3.13K Hold
35
– – ﹤0.01% 1086
2024
Q3 		$4.15K Hold
35
– – ﹤0.01% 1015
2024
Q2 		$3.13K Hold
35
– – ﹤0.01% 1053
2024
Q1 		$4.07K Hold
35
– – ﹤0.01% 997
2023
Q4 		$4.66K Hold
35
– – ﹤0.01% 951
2023
Q3 		$3.48K Hold
35
– – ﹤0.01% 1030
2023
Q2 		$4.72K Buy
+35
New +$4.2K ﹤0.01% 957

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Key Financial Inc's LGIH Position: Q1 2025 in Review

Key Financial Inc sold out of LGI Homes (LGIH) in Q1 2025, closing a stake of 35 shares — an estimated $3.13K sold.

Key Financial Inc first reported a position in LGIH in Q2 2023 and held it in 7 quarters. The position peaked at $4.72K in Q2 2023. 238 funds tracked by Wall St. Rank hold LGIH as of Q1 2025.

  • Key Financial Inc reported no remaining LGI Homes position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 35 LGI Homes shares in Q1 2025, an estimated $3.13K.
  • Key Financial Inc first reported a position in LGI Homes in Q2 2023 and held it in 7 quarters.
  • Key Financial Inc's LGI Homes position peaked at $4.72K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held LGI Homes as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.