Summit Financial’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,286	Closed	-$235K	–	827
2025 Q1	$235K	Buy	2,286 +417	+22%	+$42.9K	0.01%	660
2024 Q4	$204K	Buy	1,869 +344	+23%	+$37.5K	0.01%	618
2024 Q3	$219K	Buy	+1,525	New	+$219K	0.01%	508