Occudo Quantitative Strategies’s Dream Finders Homes DFH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,547
Closed -$330K 803
2024
Q1
$330K Sell
7,547
-13,181
-64% -$576K 0.06% 439
2023
Q4
$736K Sell
20,728
-6,380
-24% -$227K 0.1% 282
2023
Q3
$603K Sell
27,108
-21,271
-44% -$473K 0.08% 433
2023
Q2
$1.19M Buy
48,379
+25,718
+113% +$632K 0.12% 276
2023
Q1
$300K Buy
22,661
+865
+4% +$11.5K 0.03% 648
2022
Q4
$189K Buy
+21,796
New +$189K 0.02% 789
2022
Q3
Sell
-18,214
Closed -$194K 1237
2022
Q2
$194K Sell
18,214
-2,713
-13% -$28.9K 0.02% 916
2022
Q1
$357K Sell
20,927
-105
-0.5% -$1.79K 0.03% 758
2021
Q4
$409K Buy
+21,032
New +$409K 0.04% 680