Lindbrook Capital’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$78K Buy
759
+261
+52% +$26.8K 0.01% 780
2024
Q4
$54.2K Sell
498
-12
-2% -$1.31K ﹤0.01% 783
2024
Q3
$73.2K Buy
510
+25
+5% +$3.59K 0.01% 664
2024
Q2
$53.4K Buy
485
+71
+17% +$7.82K 0.01% 768
2024
Q1
$49.9K Buy
414
+35
+9% +$4.22K ﹤0.01% 778
2023
Q4
$39.1K Buy
379
+292
+336% +$30.1K ﹤0.01% 849
2023
Q3
$6.44K Hold
87
﹤0.01% 1646
2023
Q2
$6.76K Buy
87
+2
+2% +$155 ﹤0.01% 1663
2023
Q1
$4.95K Buy
85
+20
+31% +$1.17K ﹤0.01% 1852
2022
Q4
$2.96K Sell
65
-22
-25% -$1K ﹤0.01% 2059
2022
Q3
$3K Sell
87
-24
-22% -$828 ﹤0.01% 1911
2022
Q2
$4K Buy
111
+99
+825% +$3.57K ﹤0.01% 1674
2022
Q1
$1K Buy
+12
New +$1K ﹤0.01% 2326
2021
Q4
Sell
-6
Closed 2183
2021
Q3
$0 Sell
6
-37
-86% ﹤0.01% 1974
2021
Q2
$2K Buy
+43
New +$2K ﹤0.01% 1628
2020
Q1
Sell
-468
Closed -$18K 1836
2019
Q4
$18K Hold
468
0.01% 771
2019
Q3
$17K Hold
468
0.01% 759
2019
Q2
$14K Hold
468
0.01% 798
2019
Q1
$13K Hold
468
0.01% 817
2018
Q4
$12K Buy
+468
New +$12K 0.01% 783