Oakworth Capital’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Sell |
465
-64
| -12% | -$6.75K | ﹤0.01% | 355 |
|
|
2025
Q1 | $54.4K | Buy |
529
+54
| +11% | +$5.55K | ﹤0.01% | 348 |
|
|
2024
Q4 | $51.7K | Buy |
475
+411
| +642% | +$44.8K | ﹤0.01% | 356 |
|
|
2024
Q3 | $9.19K | Buy |
64
+12
| +23% | +$1.72K | ﹤0.01% | 514 |
|
|
2024
Q2 | $5.73K | Buy |
+52
| New | +$5.73K | ﹤0.01% | 554 |
|
|
2022
Q1 | – | Sell |
-1,405
| Closed | -$80K | – | 578 |
|
|
2021
Q4 | $80K | Buy |
+1,405
| New | +$80K | 0.01% | 286 |
|
|
2016
Q1 | – | Sell |
-94
| Closed | -$2K | – | 582 |
|
|
2015
Q4 | $2K | Hold |
94
| – | – | ﹤0.01% | 482 |
|
|
2015
Q3 | $2K | Hold |
94
| – | – | ﹤0.01% | 405 |
|
|
2015
Q2 | $2K | Hold |
94
| – | – | ﹤0.01% | 411 |
|
|
2015
Q1 | $2K | Hold |
94
| – | – | ﹤0.01% | 417 |
|
|
2014
Q4 | $2K | Hold |
94
| – | – | ﹤0.01% | 414 |
|
|
2014
Q3 | $2K | Hold |
94
| – | – | ﹤0.01% | 388 |
|
|
2014
Q2 | $2K | Sell |
94
-88
| -48% | -$1.87K | ﹤0.01% | 392 |
|
|
2014
Q1 | $3K | Hold |
182
| – | – | ﹤0.01% | 372 |
|
|
2013
Q4 | $4K | Buy |
+182
| New | +$4K | ﹤0.01% | 334 |
|