Portside Wealth Group’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
23,124
+2,329
| +11% | +$58.5K | 0.09% | 221 |
|
|
2025
Q1 | $469K | Buy |
20,795
+312
| +2% | +$7.04K | 0.08% | 234 |
|
|
2024
Q4 | $477K | Buy |
20,483
+5,042
| +33% | +$117K | 0.08% | 237 |
|
|
2024
Q3 | $559K | Sell |
15,441
-1,440
| -9% | -$52.1K | 0.1% | 211 |
|
|
2024
Q2 | $436K | Sell |
16,881
-4,040
| -19% | -$104K | 0.08% | 230 |
|
|
2024
Q1 | $915K | Buy |
20,921
+4,951
| +31% | +$217K | 0.17% | 138 |
|
|
2023
Q4 | $567K | Buy |
15,970
+1,429
| +10% | +$50.8K | 0.11% | 193 |
|
|
2023
Q3 | $324K | Sell |
14,541
-534
| -4% | -$11.9K | 0.06% | 241 |
|
|
2023
Q2 | $371K | Buy |
+15,075
| New | +$371K | 0.07% | 229 |
|