Lyell Wealth Management’s D.R. Horton DHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8M Buy
114,625
+3,633
+3% +$468K 1.17% 29
2025
Q1
$14.1M Buy
110,992
+2,158
+2% +$274K 1.32% 22
2024
Q4
$15.2M Buy
108,834
+2,065
+2% +$289K 1.36% 20
2024
Q3
$20.4M Buy
106,769
+52
+0% +$9.92K 1.85% 11
2024
Q2
$15M Buy
106,717
+5,740
+6% +$809K 1.44% 19
2024
Q1
$16.6M Sell
100,977
-951
-0.9% -$156K 1.69% 14
2023
Q4
$15.5M Buy
101,928
+86
+0.1% +$13.1K 1.76% 13
2023
Q3
$10.9M Sell
101,842
-550
-0.5% -$59.1K 1.47% 17
2023
Q2
$12.5M Buy
102,392
+666
+0.7% +$81K 1.59% 17
2023
Q1
$9.94M Buy
101,726
+1,186
+1% +$116K 1.39% 20
2022
Q4
$8.96M Sell
100,540
-2,720
-3% -$242K 1.42% 20
2022
Q3
$6.96M Buy
103,260
+772
+0.8% +$52K 1.18% 23
2022
Q2
$6.78M Buy
102,488
+11,659
+13% +$772K 1.11% 29
2022
Q1
$6.77M Sell
90,829
-668
-0.7% -$49.8K 0.87% 39
2021
Q4
$9.92M Buy
91,497
+8,556
+10% +$928K 1.13% 33
2021
Q3
$6.97M Buy
82,941
+4,538
+6% +$381K 0.85% 44
2021
Q2
$7.09M Buy
78,403
+41,507
+112% +$3.75M 0.88% 43
2021
Q1
$3.29M Buy
36,896
+25,684
+229% +$2.29M 0.48% 71
2020
Q4
$773K Sell
11,212
-280
-2% -$19.3K 0.12% 90
2020
Q3
$869K Hold
11,492
0.16% 83
2020
Q2
$637K Sell
11,492
-7,250
-39% -$402K 0.14% 79
2020
Q1
$637K Sell
18,742
-2,150
-10% -$73.1K 0.19% 76
2019
Q4
$1.1M Sell
20,892
-500
-2% -$26.4K 0.29% 70
2019
Q3
$1.13M Sell
21,392
-150
-0.7% -$7.91K 0.34% 68
2019
Q2
$929K Sell
21,542
-850
-4% -$36.7K 0.28% 73
2019
Q1
$927K Sell
22,392
-27,070
-55% -$1.12M 0.31% 70
2018
Q4
$1.71M Sell
49,462
-45,595
-48% -$1.58M 0.72% 50
2018
Q3
$4.01M Sell
95,057
-6,666
-7% -$281K 1.35% 33
2018
Q2
$4.17M Sell
101,723
-2,300
-2% -$94.3K 1.52% 23
2018
Q1
$4.56M Sell
104,023
-1,150
-1% -$50.4K 1.69% 19
2017
Q4
$5.37M Buy
105,173
+505
+0.5% +$25.8K 2.13% 7
2017
Q3
$4.18M Buy
104,668
+4,383
+4% +$175K 1.8% 13
2017
Q2
$3.47M Buy
100,285
+7,030
+8% +$243K 1.69% 19
2017
Q1
$3.11M Sell
93,255
-3,485
-4% -$116K 1.68% 18
2016
Q4
$2.64M Buy
+96,740
New +$2.64M 1.64% 21