Raymond James Financial Services Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $12.3M | Buy |
85,956
+16,348
| +23% | +$2.35M | 0.02% | 771 |
|
2024
Q2 | $7.66M | Buy |
69,608
+4,853
| +7% | +$534K | 0.01% | 952 |
|
2024
Q1 | $7.81M | Buy |
64,755
+19,134
| +42% | +$2.31M | 0.01% | 922 |
|
2023
Q4 | $4.71M | Buy |
45,621
+1,243
| +3% | +$128K | 0.01% | 1114 |
|
2023
Q3 | $3.29M | Sell |
44,378
-24,069
| -35% | -$1.78M | 0.01% | 1224 |
|
2023
Q2 | $5.32M | Sell |
68,447
-19,656
| -22% | -$1.53M | 0.01% | 972 |
|
2023
Q1 | $5.13M | Buy |
88,103
+8,906
| +11% | +$519K | 0.01% | 983 |
|
2022
Q4 | $3.61M | Sell |
79,197
-122,009
| -61% | -$5.56M | 0.01% | 1128 |
|
2022
Q3 | $7.55M | Sell |
201,206
-30,877
| -13% | -$1.16M | 0.02% | 735 |
|
2022
Q2 | $9.2M | Sell |
232,083
-37,757
| -14% | -$1.5M | 0.02% | 667 |
|
2022
Q1 | $11.3M | Buy |
269,840
+54,250
| +25% | +$2.27M | 0.02% | 641 |
|
2021
Q4 | $12.3M | Buy |
215,590
+14,322
| +7% | +$819K | 0.02% | 603 |
|
2021
Q3 | $9.24M | Sell |
201,268
-5,332
| -3% | -$245K | 0.02% | 698 |
|
2021
Q2 | $11.3M | Buy |
206,600
+4,492
| +2% | +$245K | 0.02% | 624 |
|
2021
Q1 | $10.6M | Buy |
202,108
+53,871
| +36% | +$2.82M | 0.02% | 602 |
|
2020
Q4 | $6.39M | Buy |
148,237
+74,538
| +101% | +$3.21M | 0.02% | 733 |
|
2020
Q3 | $3.41M | Buy |
73,699
+15,983
| +28% | +$740K | 0.01% | 922 |
|
2020
Q2 | $1.96M | Buy |
+57,716
| New | +$1.96M | 0.01% | 1134 |
|
2020
Q1 | – | Sell |
-42,859
| Closed | -$1.66M | – | 2700 |
|
2019
Q4 | $1.66M | Sell |
42,859
-4,513
| -10% | -$175K | 0.01% | 1254 |
|
2019
Q3 | $1.73M | Sell |
47,372
-8,035
| -15% | -$294K | 0.01% | 1183 |
|
2019
Q2 | $1.75M | Buy |
55,407
+2,005
| +4% | +$63.4K | 0.01% | 1179 |
|
2019
Q1 | $1.49M | Buy |
53,402
+16,332
| +44% | +$457K | 0.01% | 1225 |
|
2018
Q4 | $963K | Sell |
37,070
-26,874
| -42% | -$698K | 0.01% | 1284 |
|
2018
Q3 | $1.58M | Sell |
63,944
-29,757
| -32% | -$737K | 0.01% | 1205 |
|
2018
Q2 | $2.69M | Buy |
93,701
+39,191
| +72% | +$1.13M | 0.01% | 870 |
|
2018
Q1 | $1.61M | Buy |
54,510
+23,954
| +78% | +$707K | 0.01% | 1041 |
|
2017
Q4 | $1.02M | Buy |
30,556
+13,622
| +80% | +$453K | 0.01% | 1298 |
|
2017
Q3 | $463K | Buy |
16,934
+3,688
| +28% | +$101K | ﹤0.01% | 1761 |
|
2017
Q2 | $325K | Sell |
13,246
-2,136
| -14% | -$52.4K | ﹤0.01% | 1951 |
|
2017
Q1 | $362K | Sell |
15,382
-1,868
| -11% | -$44K | ﹤0.01% | 1779 |
|
2016
Q4 | $317K | Sell |
17,250
-16,133
| -48% | -$296K | ﹤0.01% | 1780 |
|
2016
Q3 | $669K | Sell |
33,383
-502
| -1% | -$10.1K | 0.01% | 1333 |
|
2016
Q2 | $660K | Buy |
33,885
+18,368
| +118% | +$358K | 0.01% | 1273 |
|
2016
Q1 | $290K | Buy |
15,517
+310
| +2% | +$5.79K | ﹤0.01% | 1566 |
|
2015
Q4 | $271K | Buy |
15,207
+4,240
| +39% | +$75.6K | ﹤0.01% | 1441 |
|
2015
Q3 | $207K | Buy |
+10,967
| New | +$207K | ﹤0.01% | 1345 |
|
2013
Q3 | – | Sell |
-15,023
| Closed | -$285K | – | 822 |
|
2013
Q2 | $285K | Buy |
+15,023
| New | +$285K | 0.01% | 1020 |
|