Omnia Family Wealth’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 | $281K | Sell |
2,181
-22
| -1% | -$2.84K | 0.1% | 70 |
|
2025
Q1 | $280K | Buy |
2,203
+175
| +9% | +$22.2K | 0.12% | 67 |
|
2024
Q4 | $284K | Buy |
2,028
+13
| +0.6% | +$1.82K | 0.12% | 60 |
|
2024
Q3 | $384K | Buy |
2,015
+15
| +0.8% | +$2.86K | 0.16% | 52 |
|
2024
Q2 | $282K | Sell |
2,000
-22
| -1% | -$3.1K | 0.12% | 61 |
|
2024
Q1 | $333K | Buy |
2,022
+22
| +1% | +$3.62K | 0.16% | 52 |
|
2023
Q4 | $304K | Sell |
2,000
-1,129
| -36% | -$172K | 0.16% | 52 |
|
2023
Q3 | $336K | Hold |
3,129
| – | – | 0.21% | 47 |
|
2023
Q2 | $381K | Hold |
3,129
| – | – | 0.26% | 45 |
|
2023
Q1 | $306K | Hold |
3,129
| – | – | 0.24% | 50 |
|
2022
Q4 | $279K | Sell |
3,129
-335
| -10% | -$29.9K | 0.23% | 55 |
|
2022
Q3 | $233K | Hold |
3,464
| – | – | 0.19% | 51 |
|
2022
Q2 | $229K | Sell |
3,464
-22
| -0.6% | -$1.45K | 0.17% | 56 |
|
2022
Q1 | $260K | Buy |
3,486
+42
| +1% | +$3.13K | 0.17% | 58 |
|
2021
Q4 | $374K | Hold |
3,444
| – | – | 0.23% | 54 |
|
2021
Q3 | $289K | Hold |
3,444
| – | – | 0.2% | 56 |
|
2021
Q2 | $311K | Sell |
3,444
-2,460
| -42% | -$222K | 0.2% | 52 |
|
2021
Q1 | $526K | Hold |
5,904
| – | – | 0.39% | 31 |
|
2020
Q4 | $407K | Sell |
5,904
-910
| -13% | -$62.7K | 0.37% | 43 |
|
2020
Q3 | $515K | Sell |
6,814
-186
| -3% | -$14.1K | 0.49% | 34 |
|
2020
Q2 | $388K | Hold |
7,000
| – | – | 0.38% | 41 |
|
2020
Q1 | $238K | Hold |
7,000
| – | – | 0.25% | 61 |
|
2019
Q4 | $369K | Hold |
7,000
| – | – | 0.17% | 61 |
|
2019
Q3 | $369K | Hold |
7,000
| – | – | 0.27% | 54 |
|
2019
Q2 | $302K | Hold |
7,000
| – | – | 0.15% | 66 |
|
2019
Q1 | $290K | Hold |
7,000
| – | – | 0.14% | 69 |
|
2018
Q4 | $243K | Hold |
7,000
| – | – | 0.13% | 74 |
|
2018
Q3 | $295K | Hold |
7,000
| – | – | 0.14% | 67 |
|
2018
Q2 | $287K | Hold |
7,000
| – | – | 0.13% | 68 |
|
2018
Q1 | $307K | Hold |
7,000
| – | – | 0.14% | 62 |
|
2017
Q4 | $357K | Hold |
7,000
| – | – | 0.16% | 56 |
|
2017
Q3 | $280K | Hold |
7,000
| – | – | 0.14% | 67 |
|
2017
Q2 | $242K | Hold |
7,000
| – | – | 0.12% | 76 |
|
2017
Q1 | $233K | Sell |
7,000
-39
| -0.6% | -$1.3K | 0.11% | 80 |
|
2016
Q4 | $192K | Buy |
+7,039
| New | +$192K | 0.1% | 88 |
|