MIM
Montgomery Investment Management’s LGI Homes LGIH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
34,210
-11,350
| -25% | -$585K | 0.68% | 35 |
|
|
2025
Q1 | $3.03M | Sell |
45,560
-3,230
| -7% | -$215K | 1.21% | 25 |
|
|
2024
Q4 | $4.36M | Sell |
48,790
-4,250
| -8% | -$380K | 1.72% | 22 |
|
|
2024
Q3 | $6.29M | Hold |
53,040
| – | – | 2.28% | 14 |
|
|
2024
Q2 | $4.75M | Sell |
53,040
-200
| -0.4% | -$17.9K | 1.88% | 20 |
|
|
2024
Q1 | $6.2M | Sell |
53,240
-47,800
| -47% | -$5.56M | 2.36% | 15 |
|
|
2023
Q4 | $13.5M | Sell |
101,040
-500
| -0.5% | -$66.6K | 4.13% | 9 |
|
|
2023
Q3 | $10.1M | Buy |
101,540
+780
| +0.8% | +$77.6K | 3.48% | 11 |
|
|
2023
Q2 | $13.6M | Sell |
100,760
-60
| -0.1% | -$8.09K | 4.57% | 6 |
|
|
2023
Q1 | $11.5M | Sell |
100,820
-20
| -0% | -$2.28K | 4.06% | 6 |
|
|
2022
Q4 | $9.34M | Hold |
100,840
| – | – | 3.32% | 9 |
|
|
2022
Q3 | $8.21M | Buy |
100,840
+100
| +0.1% | +$8.14K | 3.36% | 10 |
|
|
2022
Q2 | $8.76M | Sell |
100,740
-1,000
| -1% | -$86.9K | 3.54% | 9 |
|
|
2022
Q1 | $9.94M | Hold |
101,740
| – | – | 3.4% | 9 |
|
|
2021
Q4 | $15.7M | Buy |
101,740
+500
| +0.5% | +$77.2K | 5.29% | 4 |
|
|
2021
Q3 | $14.4M | Hold |
101,240
| – | – | 5.36% | 4 |
|
|
2021
Q2 | $16.4M | Hold |
101,240
| – | – | 6.08% | 3 |
|
|
2021
Q1 | $15.1M | Buy |
101,240
+1,000
| +1% | +$149K | 5.79% | 4 |
|
|
2020
Q4 | $10.6M | Hold |
100,240
| – | – | 4.87% | 4 |
|
|
2020
Q3 | $11.6M | Sell |
100,240
-8,200
| -8% | -$953K | 6.11% | 3 |
|
|
2020
Q2 | $9.55M | Sell |
108,440
-1,800
| -2% | -$158K | 5.18% | 3 |
|
|
2020
Q1 | $4.98M | Buy |
110,240
+11,250
| +11% | +$508K | 3.24% | 8 |
|
|
2019
Q4 | $6.99M | Buy |
98,990
+3,150
| +3% | +$223K | 2.86% | 11 |
|
|
2019
Q3 | $7.99M | Hold |
95,840
| – | – | 3.41% | 7 |
|
|
2019
Q2 | $6.85M | Buy |
95,840
+1,900
| +2% | +$136K | 2.99% | 8 |
|
|
2019
Q1 | $5.66M | Hold |
93,940
| – | – | 2.52% | 12 |
|
|
2018
Q4 | $4.25M | Buy |
93,940
+5,300
| +6% | +$240K | 2.16% | 13 |
|
|
2018
Q3 | $4.21M | Buy |
88,640
+2,260
| +3% | +$107K | 1.73% | 19 |
|
|
2018
Q2 | $4.99M | Buy |
86,380
+1,500
| +2% | +$86.6K | 2.06% | 15 |
|
|
2018
Q1 | $5.99M | Buy |
84,880
+1,600
| +2% | +$113K | 2.52% | 12 |
|
|
2017
Q4 | $6.25M | Buy |
83,280
+3,400
| +4% | +$255K | 2.54% | 10 |
|
|
2017
Q3 | $3.88M | Buy |
79,880
+6,200
| +8% | +$301K | 1.72% | 15 |
|
|
2017
Q2 | $2.96M | Buy |
73,680
+2,980
| +4% | +$120K | 1.35% | 21 |
|
|
2017
Q1 | $2.4M | Buy |
70,700
+11,600
| +20% | +$393K | 1.03% | 29 |
|
|
2016
Q4 | $1.7M | Buy |
59,100
+37,100
| +169% | +$1.07M | 0.73% | 36 |
|
|
2016
Q3 | $810K | Buy |
+22,000
| New | +$810K | 0.38% | 52 |
|