Summit Financial Strategies’s D.R. Horton DHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,885
Closed -$310K 149
2024
Q1
$310K Buy
1,885
+423
+29% +$69.6K 0.04% 110
2023
Q4
$222K Buy
+1,462
New +$222K 0.03% 130