RFS
Richardson Financial Services’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.5K | Buy |
587
+71
| +14% | +$7.81K | 0.04% | 232 |
|
|
2025
Q1 | $53K | Sell |
516
-106
| -17% | -$10.9K | 0.04% | 240 |
|
|
2024
Q4 | $67.7K | Buy |
622
+89
| +17% | +$9.69K | 0.05% | 228 |
|
|
2024
Q3 | $58.7K | Hold |
533
| – | – | 0.04% | 250 |
|
|
2024
Q2 | $58.7K | Hold |
533
| – | – | 0.04% | 237 |
|
|
2024
Q1 | $64.3K | Sell |
533
-182
| -25% | -$22K | 0.05% | 227 |
|
|
2023
Q4 | $73.8K | Buy |
+715
| New | +$73.8K | 0.06% | 191 |
|