Portside Wealth Group’s Dream Finders Homes DFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$376K Sell
2025
Q2
$581K Buy
2025
Q1
$469K Buy
2024
Q4
$477K Buy
2024
Q3
$559K Sell
2024
Q2
$436K Sell
2024
Q1
$915K Buy
2023
Q4
$567K Buy
2023
Q3
$324K Sell
2023
Q2
$371K Buy