Montecito Bank & Trust’s Invitation Homes INVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$365K Sell
10,479
-130
-1% -$4.53K 0.06% 233
2024
Q4
$339K Sell
10,609
-1,100
-9% -$35.2K 0.06% 233
2024
Q3
$413K Buy
11,709
+1,805
+18% +$63.6K 0.07% 222
2024
Q2
$355K Sell
9,904
-200
-2% -$7.18K 0.07% 215
2024
Q1
$360K Hold
10,104
0.07% 215
2023
Q4
$345K Sell
10,104
-1,850
-15% -$63.1K 0.07% 205
2023
Q3
$379K Hold
11,954
0.09% 183
2023
Q2
$411K Hold
11,954
0.09% 181
2023
Q1
$373K Sell
11,954
-1,000
-8% -$31.2K 0.09% 186
2022
Q4
$384K Sell
12,954
-6,725
-34% -$199K 0.09% 186
2022
Q3
$665K Sell
19,679
-1,970
-9% -$66.6K 0.17% 134
2022
Q2
$771K Buy
21,649
+13,670
+171% +$487K 0.18% 131
2022
Q1
$321K Buy
7,979
+550
+7% +$22.1K 0.06% 221
2021
Q4
$337K Buy
+7,429
New +$337K 0.06% 226