Polen Capital Management’s LGI Homes LGIH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,523
| Closed | -$965K | – | 257 |
|
|
2025
Q1 | $965K | Sell |
14,523
-1,577
| -10% | -$105K | ﹤0.01% | 95 |
|
|
2024
Q4 | $1.44M | Sell |
16,100
-3,330
| -17% | -$298K | ﹤0.01% | 94 |
|
|
2024
Q3 | $2.3M | Sell |
19,430
-673
| -3% | -$79.8K | 0.01% | 82 |
|
|
2024
Q2 | $1.8M | Sell |
20,103
-4,310
| -18% | -$386K | ﹤0.01% | 89 |
|
|
2024
Q1 | $2.84M | Sell |
24,413
-823
| -3% | -$95.8K | 0.01% | 78 |
|
|
2023
Q4 | $5.17M | Buy |
+25,236
| New | +$5.17M | 0.01% | 76 |
|