OWM
OneAscent Wealth Management’s D.R. Horton DHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
1,767
-16
| -0.9% | -$2.07K | 0.08% | 154 |
|
|
2025
Q1 | $227K | Sell |
1,783
-204
| -10% | -$26K | 0.1% | 129 |
|
|
2024
Q4 | $278K | Sell |
1,987
-602
| -23% | -$84.2K | 0.11% | 122 |
|
|
2024
Q3 | $494K | Buy |
2,589
+54
| +2% | +$10.3K | 0.19% | 70 |
|
|
2024
Q2 | $357K | Buy |
2,535
+10
| +0.4% | +$1.41K | 0.19% | 49 |
|
|
2024
Q1 | $415K | Buy |
2,525
+479
| +23% | +$78.7K | 0.16% | 89 |
|
|
2023
Q4 | $311K | Sell |
2,046
-2
| -0.1% | -$304 | 0.12% | 112 |
|
|
2023
Q3 | $220K | Buy |
+2,048
| New | +$220K | 0.1% | 148 |
|
|
2022
Q4 | – | Sell |
-4,041
| Closed | -$272K | – | 164 |
|
|
2022
Q3 | $272K | Sell |
4,041
-1,787
| -31% | -$120K | 0.14% | 96 |
|
|
2022
Q2 | $386K | Sell |
5,828
-969
| -14% | -$64.2K | 0.2% | 82 |
|
|
2022
Q1 | $506K | Buy |
6,797
+414
| +6% | +$30.8K | 0.25% | 74 |
|
|
2021
Q4 | $692K | Sell |
6,383
-472
| -7% | -$51.2K | 1.73% | 12 |
|
|
2021
Q3 | $576K | Buy |
+6,855
| New | +$576K | 0.66% | 25 |
|
|
2021
Q1 | $1.19M | Buy |
13,399
+269
| +2% | +$24K | 0.51% | 27 |
|
|
2020
Q4 | $905K | Buy |
+13,130
| New | +$905K | 0.41% | 50 |
|