SIP
Stoneridge Investment Partners’s D.R. Horton DHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
+7,198
| New | +$928K | 0.7% | 45 |
|
|
2022
Q4 | – | Sell |
-6,625
| Closed | -$446K | – | 99 |
|
|
2022
Q3 | $446K | Hold |
6,625
| – | – | 0.26% | 73 |
|
|
2022
Q2 | $439K | Hold |
6,625
| – | – | 0.24% | 80 |
|
|
2022
Q1 | $494K | Hold |
6,625
| – | – | 0.23% | 84 |
|
|
2021
Q4 | $718K | Sell |
6,625
-2,400
| -27% | -$260K | 0.33% | 70 |
|
|
2021
Q3 | $758K | Buy |
+9,025
| New | +$758K | 0.38% | 70 |
|
|
2017
Q1 | – | Sell |
-143,968
| Closed | -$3.94M | – | 319 |
|
|
2016
Q4 | $3.94M | Buy |
+143,968
| New | +$3.94M | 0.54% | 64 |
|
|
2015
Q3 | – | Sell |
-158,195
| Closed | -$4.33M | – | 287 |
|
|
2015
Q2 | $4.33M | Buy |
158,195
+24,403
| +18% | +$668K | 0.53% | 46 |
|
|
2015
Q1 | $3.81M | Buy |
133,792
+115,697
| +639% | +$3.29M | 0.45% | 74 |
|
|
2014
Q4 | $458K | Buy |
+18,095
| New | +$458K | 0.06% | 197 |
|
|
2013
Q3 | – | Sell |
-101,754
| Closed | -$2.17M | – | 214 |
|
|
2013
Q2 | $2.17M | Buy |
+101,754
| New | +$2.17M | 0.51% | 66 |
|