Sowell Financial Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
6,881
+1,004
| +17% | +$106K | 0.03% | 508 |
|
|
2025
Q1 | $604K | Buy |
+5,877
| New | +$604K | 0.03% | 538 |
|
|
2021
Q2 | – | Sell |
-9,379
| Closed | -$568K | – | 2098 |
|
|
2021
Q1 | $568K | Buy |
9,379
+2,453
| +35% | +$149K | 0.02% | 600 |
|
|
2020
Q4 | $299K | Buy |
6,926
+774
| +13% | +$33.4K | 0.01% | 699 |
|
|
2020
Q3 | $285K | Buy |
6,152
+897
| +17% | +$41.6K | 0.01% | 632 |
|
|
2020
Q2 | $179K | Buy |
5,255
+5,205
| +10,410% | +$177K | 0.01% | 761 |
|
|
2020
Q1 | $1K | Buy |
50
+4
| +9% | +$80 | ﹤0.01% | 2298 |
|
|
2019
Q4 | $2K | Sell |
46
-208
| -82% | -$9.04K | ﹤0.01% | 2219 |
|
|
2019
Q3 | $9K | Buy |
+254
| New | +$9K | ﹤0.01% | 1574 |
|