Summit Trail Advisors’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
2,213
+305
| +16% | +$39.3K | ﹤0.01% | 941 |
|
|
2025
Q1 | $243K | Buy |
1,908
+48
| +3% | +$6.1K | 0.01% | 353 |
|
|
2024
Q4 | $260K | Buy |
1,860
+319
| +21% | +$44.6K | 0.01% | 320 |
|
|
2024
Q3 | $294K | Buy |
+1,541
| New | +$294K | 0.01% | 551 |
|
|
2024
Q2 | – | Sell |
-1,652
| Closed | -$272K | – | 629 |
|
|
2024
Q1 | $272K | Buy |
1,652
+116
| +8% | +$19.1K | 0.01% | 489 |
|
|
2023
Q4 | $233K | Buy |
+1,536
| New | +$233K | 0.01% | 458 |
|
|
2019
Q1 | – | Sell |
-24,002
| Closed | -$832K | – | 106 |
|
|
2018
Q4 | $832K | Sell |
24,002
-15,636
| -39% | -$542K | 0.29% | 42 |
|
|
2018
Q3 | $1.67M | Buy |
39,638
+401
| +1% | +$16.9K | 0.37% | 46 |
|
|
2018
Q2 | $1.61M | Sell |
39,237
-865
| -2% | -$35.5K | 0.56% | 29 |
|
|
2018
Q1 | $39K | Buy |
40,102
+39,341
| +5,170% | +$38.3K | 0.01% | 406 |
|
|
2017
Q4 | $39K | Buy |
+761
| New | +$39K | ﹤0.01% | 887 |
|