Salem Investment Counselors’s KB Home KBH Stock Holding History

Salem Investment Counselors’s Portfolio KBH Stock Details KBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.45M	Sell	135,005 -1,665	-1%	-$86.6K	0.21%	69
2026 Q1	$7.07M	Sell	136,670 -2,050	-1%	-$121K	0.21%	78
2025 Q4	$7.83M	Sell	138,720 -625	-0.4%	-$38.4K	0.22%	66
2025 Q3	$8.87M	Sell	139,345 -150	-0.1%	-$9.07K	0.25%	58
2025 Q2	$7.39M	Sell	139,495 -4,630	-3%	-$246K	0.23%	68
2025 Q1	$8.38M	Sell	144,125 -2,310	-2%	-$147K	0.29%	57
2024 Q4	$9.62M	Sell	146,435 -4,500	-3%	-$350K	0.32%	48
2024 Q3	$12.9M	Buy	150,935 +60	+0%	+$4.82K	0.39%	45
2024 Q2	$10.6M	Buy	150,875 +1,575	+1%	+$107K	0.34%	49
2024 Q1	$10.6M	Buy	149,300 +11,925	+9%	+$761K	0.35%	50
2023 Q4	$8.58M	Sell	137,375 -5,100	-4%	-$262K	0.29%	52
2023 Q3	$6.59M	Sell	142,475 -28,480	-17%	-$1.45M	0.25%	63
2023 Q2	$8.84M	Sell	170,955 -9,140	-5%	-$412K	0.32%	55
2023 Q1	$7.24M	Sell	180,095 -10,745	-6%	-$392K	0.29%	65
2022 Q4	$6.08M	Sell	190,840 -9,460	-5%	-$282K	0.26%	66
2022 Q3	$5.19M	Buy	200,300 +2,730	+1%	+$82.1K	0.24%	70
2022 Q2	$5.62M	Sell	197,570 -72,969	-27%	-$2.33M	0.26%	67
2022 Q1	$8.76M	Buy	270,539 +7,627	+3%	+$300K	0.34%	49
2021 Q4	$11.8M	Buy	262,912 +17,040	+7%	+$713K	0.41%	42
2021 Q3	$9.57M	Buy	245,872 +12,751	+5%	+$529K	0.52%	47
2021 Q2	$9.49M	Buy	233,121 +3,270	+1%	+$151K	0.52%	49
2021 Q1	$10.7M	Buy	229,851 +17,515	+8%	+$723K	0.65%	40
2020 Q4	$7.12M	Buy	212,336 +29,046	+16%	+$1.04M	0.47%	52
2020 Q3	$7.04M	Buy	183,290 +129,765	+242%	+$4.54M	0.54%	47
2020 Q2	$1.64M	Hold	53,525	–	–	0.14%	112
2020 Q1	$969K	Hold	53,525	–	–	0.1%	137
2019 Q4	$1.83M	Hold	53,525	–	–	0.15%	117
2019 Q3	$1.82M	Hold	53,525	–	–	0.17%	114
2019 Q2	$1.38M	Buy	53,525 +4,075	+8%	+$105K	0.13%	129
2019 Q1	$1.18M	Sell	49,450 -6,575	-12%	-$146K	0.12%	116
2018 Q4	$1.07M	Buy	56,025 +6,575	+13%	+$135K	0.13%	106
2018 Q3	$1.18M	Hold	49,450	–	–	0.12%	116
2018 Q2	$1.35M	Hold	49,450	–	–	0.12%	107
2018 Q1	$1.36M	Hold	49,450	–	–	0.15%	103
2017 Q4	$1.58M	Buy	49,450 +600	+1%	+$17.2K	0.17%	100
2017 Q3	$1.2M	Sell	48,850 -20,600	-30%	-$464K	0.14%	109
2017 Q2	$1.67M	Buy	69,450 +19,000	+38%	+$402K	0.19%	97
2017 Q1	$991K	Sell	50,450 -1,000	-2%	-$17.5K	0.11%	140
2016 Q4	$813K	Sell	51,450 -7,400	-13%	-$116K	0.09%	141
2016 Q3	$9.49K	Buy	58,850 +4,700	+9%	+$74K	0.12%	123
2016 Q2	$824K	Hold	54,150	–	–	0.1%	145
2016 Q1	$773K	Sell	54,150 -4,275	-7%	-$49.9K	0.1%	145
2015 Q4	$720K	Sell	58,425 -4,000	-6%	-$53.9K	0.09%	151
2015 Q3	$838K	Buy	62,425 +1,840	+3%	+$28.1K	0.11%	145
2015 Q2	$1.01M	Sell	60,585 -64,000	-51%	-$977K	0.12%	139
2015 Q1	$1.95M	Sell	124,585 -77,300	-38%	-$1.08M	0.23%	105
2014 Q4	$3.34M	Sell	201,885 -7,400	-4%	-$119K	0.4%	65
2014 Q3	$3.13M	Sell	209,285 -4,100	-2%	-$70.4K	0.38%	72
2014 Q2	$3.99M	Sell	213,385 -8,450	-4%	-$142K	0.48%	59
2014 Q1	$3.77M	Sell	221,835 -31,775	-13%	-$583K	0.47%	58
2013 Q4	$4.64M	Buy	253,610 +6,675	+3%	+$115K	0.6%	53
2013 Q3	$4.45M	Buy	246,935 +6,500	+3%	+$114K	0.62%	53
2013 Q2	$4.72M	Buy	+240,435	New	+$5.28M	0.68%	50

Other funds holding KBH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return