Steward Partners Investment Advisory’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$2.33K | – | 4044 |
|
|
2024
Q4 | $2.33K | Buy |
+100
| New | +$2.33K | ﹤0.01% | 3599 |
|
|
2024
Q3 | – | Sell |
-2,382
| Closed | -$61.5K | – | 3771 |
|
|
2024
Q2 | $61.5K | Buy |
2,382
+727
| +44% | +$18.8K | ﹤0.01% | 2002 |
|
|
2024
Q1 | $72.4K | Buy |
+1,655
| New | +$72.4K | ﹤0.01% | 1920 |
|
|
2022
Q2 | – | Sell |
-224
| Closed | -$4K | – | 3262 |
|
|
2022
Q1 | $4K | Buy |
+224
| New | +$4K | ﹤0.01% | 2940 |
|