Raymond James Financial Services Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.3M | Buy |
85,956
+16,348
| +23% | +$2.08M | 0.02% | 772 |
|
|
2024
Q2 | $7.66M | Buy |
69,608
+4,853
| +7% | +$551K | 0.01% | 953 |
|
|
2024
Q1 | $7.81M | Buy |
64,755
+19,134
| +42% | +$2.05M | 0.01% | 922 |
|
|
2023
Q4 | $4.71M | Buy |
45,621
+1,243
| +3% | +$106K | 0.01% | 1115 |
|
|
2023
Q3 | $3.29M | Sell |
44,378
-24,069
| -35% | -$1.92M | 0.01% | 1224 |
|
|
2023
Q2 | $5.32M | Sell |
68,447
-19,656
| -22% | -$1.33M | 0.01% | 973 |
|
|
2023
Q1 | $5.13M | Buy |
88,103
+8,906
| +11% | +$481K | 0.01% | 984 |
|
|
2022
Q4 | $3.61M | Sell |
79,197
-122,009
| -61% | -$5.14M | 0.01% | 1128 |
|
|
2022
Q3 | $7.54M | Sell |
201,206
-30,877
| -13% | -$1.3M | 0.02% | 735 |
|
|
2022
Q2 | $9.2M | Sell |
232,083
-37,757
| -14% | -$1.59M | 0.02% | 667 |
|
|
2022
Q1 | $11.3M | Buy |
269,840
+54,250
| +25% | +$2.69M | 0.02% | 641 |
|
|
2021
Q4 | $12.3M | Buy |
215,590
+14,322
| +7% | +$734K | 0.02% | 603 |
|
|
2021
Q3 | $9.24M | Sell |
201,268
-5,332
| -3% | -$277K | 0.02% | 698 |
|
|
2021
Q2 | $11.3M | Buy |
206,600
+4,492
| +2% | +$251K | 0.02% | 624 |
|
|
2021
Q1 | $10.6M | Buy |
202,108
+53,871
| +36% | +$2.51M | 0.02% | 602 |
|
|
2020
Q4 | $6.39M | Buy |
148,237
+74,538
| +101% | +$3.3M | 0.02% | 733 |
|
|
2020
Q3 | $3.41M | Buy |
73,699
+15,983
| +28% | +$684K | 0.01% | 922 |
|
|
2020
Q2 | $1.96M | Buy |
+57,716
| New | +$1.73M | 0.01% | 1134 |
|
|
2020
Q1 | – | Sell |
-42,859
| Closed | -$1.66M | – | 2748 |
|
|
2019
Q4 | $1.66M | Sell |
42,859
-4,513
| -10% | -$175K | 0.01% | 1254 |
|
|
2019
Q3 | $1.73M | Sell |
47,372
-8,035
| -15% | -$267K | 0.01% | 1183 |
|
|
2019
Q2 | $1.75M | Buy |
55,407
+2,005
| +4% | +$62.6K | 0.01% | 1179 |
|
|
2019
Q1 | $1.49M | Buy |
53,402
+16,332
| +44% | +$445K | 0.01% | 1225 |
|
|
2018
Q4 | $963K | Sell |
37,070
-26,874
| -42% | -$665K | 0.01% | 1284 |
|
|
2018
Q3 | $1.58M | Sell |
63,944
-29,757
| -32% | -$843K | 0.01% | 1205 |
|
|
2018
Q2 | $2.69M | Buy |
93,701
+39,191
| +72% | +$1.18M | 0.01% | 870 |
|
|
2018
Q1 | $1.61M | Buy |
54,510
+23,954
| +78% | +$743K | 0.01% | 1041 |
|
|
2017
Q4 | $1.02M | Buy |
30,556
+13,622
| +80% | +$423K | 0.01% | 1298 |
|
|
2017
Q3 | $463K | Buy |
16,934
+3,688
| +28% | +$93.3K | ﹤0.01% | 1762 |
|
|
2017
Q2 | $325K | Sell |
13,246
-2,136
| -14% | -$49.9K | ﹤0.01% | 1951 |
|
|
2017
Q1 | $362K | Sell |
15,382
-1,868
| -11% | -$40.2K | ﹤0.01% | 1779 |
|
|
2016
Q4 | $317K | Sell |
17,250
-16,133
| -48% | -$306K | ﹤0.01% | 1782 |
|
|
2016
Q3 | $669K | Sell |
33,383
-502
| -1% | -$10.4K | 0.01% | 1333 |
|
|
2016
Q2 | $660K | Buy |
33,885
+18,368
| +118% | +$341K | 0.01% | 1274 |
|
|
2016
Q1 | $290K | Buy |
15,517
+310
| +2% | +$5.29K | ﹤0.01% | 1570 |
|
|
2015
Q4 | $271K | Buy |
15,207
+4,240
| +39% | +$79.1K | ﹤0.01% | 1444 |
|
|
2015
Q3 | $207K | Buy |
+10,967
| New | +$223K | ﹤0.01% | 1348 |
|
|
2013
Q3 | – | Sell |
-15,023
| Closed | -$285K | – | 823 |
|
|
2013
Q2 | $285K | Buy |
+15,023
| New | +$312K | 0.01% | 1020 |
|
Other funds holding PHM
GA
Raymond James Financial Services Advisors's PHM Position: Q3 2024 in Review
Raymond James Financial Services Advisors increased its Pultegroup (PHM) stake by 23% in Q3 2024, buying an estimated $2.08M and bringing the position to 85,956 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #772.
Raymond James Financial Services Advisors first reported a position in PHM in Q2 2013 and has held it in 37 quarters since. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.
- Raymond James Financial Services Advisors held 85,956 shares of Pultegroup worth $12.3M as of Q3 2024.
- Raymond James Financial Services Advisors bought 16,348 Pultegroup shares in Q3 2024, an estimated $2.08M.
- Pultegroup made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #772 holding.
- Raymond James Financial Services Advisors first reported a position in Pultegroup in Q2 2013 and has held it in 37 quarters since.
- 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.