Steward Partners Investment Advisory’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
8,412
+5
| +0.1% | +$164 | ﹤0.01% | 1596 |
|
|
2025
Q1 | $293K | Buy |
8,407
+21
| +0.3% | +$732 | ﹤0.01% | 1458 |
|
|
2024
Q4 | $268K | Sell |
8,386
-1
| -0% | -$32 | ﹤0.01% | 1461 |
|
|
2024
Q3 | $296K | Buy |
8,387
+670
| +9% | +$23.6K | ﹤0.01% | 1343 |
|
|
2024
Q2 | $277K | Buy |
7,717
+698
| +10% | +$25.1K | ﹤0.01% | 1308 |
|
|
2024
Q1 | $250K | Buy |
7,019
+1,680
| +31% | +$59.8K | ﹤0.01% | 1336 |
|
|
2023
Q4 | $182K | Buy |
5,339
+1,347
| +34% | +$45.9K | ﹤0.01% | 1413 |
|
|
2023
Q3 | $127K | Sell |
3,992
-510
| -11% | -$16.2K | ﹤0.01% | 1469 |
|
|
2023
Q2 | $155K | Sell |
4,502
-549
| -11% | -$18.9K | ﹤0.01% | 1387 |
|
|
2023
Q1 | $158K | Buy |
5,051
+2,269
| +82% | +$70.9K | ﹤0.01% | 1386 |
|
|
2022
Q4 | $82.5K | Sell |
2,782
-350
| -11% | -$10.4K | ﹤0.01% | 1620 |
|
|
2022
Q3 | $106K | Sell |
3,132
-37,094
| -92% | -$1.26M | ﹤0.01% | 1471 |
|
|
2022
Q2 | $1.43M | Buy |
40,226
+11,084
| +38% | +$394K | 0.03% | 537 |
|
|
2022
Q1 | $1.17M | Buy |
29,142
+21,757
| +295% | +$874K | 0.02% | 644 |
|
|
2021
Q4 | $335K | Buy |
7,385
+4,534
| +159% | +$206K | 0.01% | 1091 |
|
|
2021
Q3 | $109K | Sell |
2,851
-479
| -14% | -$18.3K | ﹤0.01% | 1507 |
|
|
2021
Q2 | $124K | Sell |
3,330
-533
| -14% | -$19.8K | ﹤0.01% | 1958 |
|
|
2021
Q1 | $124K | Sell |
3,863
-307
| -7% | -$9.82K | ﹤0.01% | 1517 |
|
|
2020
Q4 | $124K | Sell |
4,170
-2,790
| -40% | -$83K | ﹤0.01% | 1278 |
|
|
2020
Q3 | $195K | Buy |
6,960
+1,629
| +31% | +$45.6K | ﹤0.01% | 950 |
|
|
2020
Q2 | $147K | Sell |
5,331
-35
| -0.7% | -$965 | ﹤0.01% | 986 |
|
|
2020
Q1 | $114K | Sell |
5,366
-10,344
| -66% | -$220K | ﹤0.01% | 951 |
|
|
2019
Q4 | $470K | Buy |
15,710
+6,021
| +62% | +$180K | 0.01% | 638 |
|
|
2019
Q3 | $286K | Buy |
9,689
+2,416
| +33% | +$71.3K | 0.01% | 735 |
|
|
2019
Q2 | $194K | Buy |
+7,273
| New | +$194K | 0.01% | 826 |
|
|
2018
Q4 | – | Sell |
-246
| Closed | -$6K | – | 1435 |
|
|
2018
Q3 | $6K | Hold |
246
| – | – | ﹤0.01% | 2063 |
|
|
2018
Q2 | $6K | Hold |
246
| – | – | ﹤0.01% | 1933 |
|
|
2018
Q1 | $5K | Buy |
+246
| New | +$5K | ﹤0.01% | 1788 |
|