Stifel Financial’s Smith Douglas Homes SDHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $325K | Sell |
16,755
-3,166
| -16% | -$61.5K | ﹤0.01% | 3001 |
|
2025
Q1 | $389K | Sell |
19,921
-4,714
| -19% | -$92K | ﹤0.01% | 2846 |
|
2024
Q4 | $632K | Sell |
24,635
-1,439
| -6% | -$36.9K | ﹤0.01% | 2540 |
|
2024
Q3 | $985K | Buy |
26,074
+7,310
| +39% | +$276K | ﹤0.01% | 2236 |
|
2024
Q2 | $439K | Sell |
18,764
-24
| -0.1% | -$561 | ﹤0.01% | 2707 |
|
2024
Q1 | $558K | Buy |
+18,788
| New | +$558K | ﹤0.01% | 2541 |
|