LPL Financial’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,111
| Closed | -$235K | – | 5252 |
|
|
2024
Q4 | $235K | Sell |
10,111
-1,159
| -10% | -$27K | ﹤0.01% | 4601 |
|
|
2024
Q3 | $408K | Sell |
11,270
-1,943
| -15% | -$70.4K | ﹤0.01% | 4107 |
|
|
2024
Q2 | $341K | Sell |
13,213
-7,935
| -38% | -$205K | ﹤0.01% | 4095 |
|
|
2024
Q1 | $925K | Buy |
21,148
+13,321
| +170% | +$583K | ﹤0.01% | 3216 |
|
|
2023
Q4 | $278K | Buy |
+7,827
| New | +$278K | ﹤0.01% | 4094 |
|