LFG
Larson Financial Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
44,482
+5,756
| +15% | +$607K | 0.19% | 108 |
|
|
2025
Q1 | $3.98M | Buy |
38,726
+2,031
| +6% | +$209K | 0.19% | 99 |
|
|
2024
Q4 | $4M | Buy |
36,695
+2,538
| +7% | +$276K | 0.21% | 93 |
|
|
2024
Q3 | $4.9M | Buy |
34,157
+965
| +3% | +$139K | 0.28% | 73 |
|
|
2024
Q2 | $3.65M | Buy |
33,192
+639
| +2% | +$70.4K | 0.25% | 73 |
|
|
2024
Q1 | $3.93M | Sell |
32,553
-323
| -1% | -$39K | 0.3% | 63 |
|
|
2023
Q4 | $3.39M | Sell |
32,876
-2,232
| -6% | -$230K | 0.3% | 60 |
|
|
2023
Q3 | $2.6M | Buy |
35,108
+399
| +1% | +$29.5K | 0.26% | 72 |
|
|
2023
Q2 | $2.7M | Buy |
34,709
+4,192
| +14% | +$326K | 0.27% | 70 |
|
|
2023
Q1 | $1.78M | Buy |
30,517
+1,216
| +4% | +$70.9K | 0.19% | 103 |
|
|
2022
Q4 | $1.33M | Buy |
29,301
+21,163
| +260% | +$964K | 0.16% | 128 |
|
|
2022
Q3 | $305K | Buy |
8,138
+7,185
| +754% | +$269K | 0.04% | 223 |
|
|
2022
Q2 | $38K | Buy |
953
+539
| +130% | +$21.5K | 0.01% | 424 |
|
|
2022
Q1 | $17K | Buy |
414
+1
| +0.2% | +$41 | ﹤0.01% | 555 |
|
|
2021
Q4 | $24K | Buy |
+413
| New | +$24K | ﹤0.01% | 506 |
|
|
2021
Q3 | – | Sell |
-186
| Closed | -$10K | – | 934 |
|
|
2021
Q2 | $10K | Buy |
+186
| New | +$10K | ﹤0.01% | 562 |
|
|
2021
Q1 | – | Sell |
-452
| Closed | -$19K | – | 905 |
|
|
2020
Q4 | $19K | Buy |
452
+1
| +0.2% | +$42 | 0.01% | 387 |
|
|
2020
Q3 | $21K | Buy |
+451
| New | +$21K | 0.01% | 315 |
|