Steward Partners Investment Advisory’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Sell |
9,037
-474
| -5% | -$50K | 0.01% | 1010 |
|
|
2025
Q1 | $978K | Sell |
9,511
-12,505
| -57% | -$1.29M | 0.01% | 934 |
|
|
2024
Q4 | $2.4M | Sell |
22,016
-175,364
| -89% | -$19.1M | 0.02% | 576 |
|
|
2024
Q3 | $28.3M | Buy |
197,380
+173,873
| +740% | +$25M | 0.26% | 83 |
|
|
2024
Q2 | $2.59M | Buy |
23,507
+5,577
| +31% | +$614K | 0.03% | 511 |
|
|
2024
Q1 | $2.16M | Buy |
17,930
+12,247
| +216% | +$1.48M | 0.02% | 563 |
|
|
2023
Q4 | $587K | Buy |
5,683
+601
| +12% | +$62K | 0.01% | 932 |
|
|
2023
Q3 | $376K | Buy |
5,082
+333
| +7% | +$24.7K | 0.01% | 1033 |
|
|
2023
Q2 | $369K | Sell |
4,749
-51
| -1% | -$3.96K | 0.01% | 1052 |
|
|
2023
Q1 | $280K | Sell |
4,800
-243
| -5% | -$14.2K | ﹤0.01% | 1137 |
|
|
2022
Q4 | $230K | Sell |
5,043
-2,553
| -34% | -$116K | ﹤0.01% | 1180 |
|
|
2022
Q3 | $285K | Buy |
7,596
+222
| +3% | +$8.33K | 0.01% | 1050 |
|
|
2022
Q2 | $292K | Sell |
7,374
-2,730
| -27% | -$108K | 0.01% | 1045 |
|
|
2022
Q1 | $423K | Buy |
10,104
+758
| +8% | +$31.7K | 0.01% | 982 |
|
|
2021
Q4 | $534K | Buy |
9,346
+161
| +2% | +$9.2K | 0.01% | 912 |
|
|
2021
Q3 | $422K | Buy |
9,185
+195
| +2% | +$8.96K | 0.01% | 965 |
|
|
2021
Q2 | $491K | Buy |
8,990
+1,766
| +24% | +$96.5K | 0.01% | 940 |
|
|
2021
Q1 | $379K | Buy |
7,224
+456
| +7% | +$23.9K | 0.01% | 993 |
|
|
2020
Q4 | $292K | Buy |
6,768
+2,587
| +62% | +$112K | 0.01% | 924 |
|
|
2020
Q3 | $194K | Buy |
4,181
+49
| +1% | +$2.27K | ﹤0.01% | 955 |
|
|
2020
Q2 | $141K | Sell |
4,132
-321
| -7% | -$11K | ﹤0.01% | 1002 |
|
|
2020
Q1 | $99K | Sell |
4,453
-6,142
| -58% | -$137K | ﹤0.01% | 1001 |
|
|
2019
Q4 | $411K | Sell |
10,595
-647
| -6% | -$25.1K | 0.01% | 677 |
|
|
2019
Q3 | $410K | Sell |
11,242
-1,015
| -8% | -$37K | 0.01% | 638 |
|
|
2019
Q2 | $387K | Sell |
12,257
-214
| -2% | -$6.76K | 0.01% | 625 |
|
|
2019
Q1 | $348K | Sell |
12,471
-2,402
| -16% | -$67K | 0.01% | 601 |
|
|
2018
Q4 | $386K | Buy |
14,873
+1,045
| +8% | +$27.1K | 0.02% | 547 |
|
|
2018
Q3 | $343K | Buy |
13,828
+12,615
| +1,040% | +$313K | 0.02% | 587 |
|
|
2018
Q2 | $35K | Buy |
1,213
+843
| +228% | +$24.3K | ﹤0.01% | 1242 |
|
|
2018
Q1 | $10K | Sell |
370
-69
| -16% | -$1.87K | ﹤0.01% | 1574 |
|
|
2017
Q4 | $14K | Buy |
439
+203
| +86% | +$6.47K | ﹤0.01% | 1245 |
|
|
2017
Q3 | $6K | Buy |
236
+119
| +102% | +$3.03K | ﹤0.01% | 1248 |
|
|
2017
Q2 | $2K | Sell |
117
-200
| -63% | -$3.42K | ﹤0.01% | 1437 |
|
|
2017
Q1 | $7K | Buy |
+317
| New | +$7K | ﹤0.01% | 1039 |
|