Toth Financial Advisory’s LGI Homes LGIH Stock Holding History

Toth Financial Advisory’s Portfolio LGIH Stock Details LGIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-50	Closed	-$2.59K	–	961
2025 Q3	$2.59K	Hold	50	–	–	﹤0.01%	674
2025 Q2	$2.58K	Hold	50	–	–	﹤0.01%	614
2025 Q1	$3.32K	Hold	50	–	–	﹤0.01%	551
2024 Q4	$4.47K	Hold	50	–	–	﹤0.01%	519
2024 Q3	$5.93K	Hold	50	–	–	﹤0.01%	505
2024 Q2	$4.47K	Hold	50	–	–	﹤0.01%	534
2024 Q1	$5.82K	Hold	50	–	–	﹤0.01%	508
2023 Q4	$6.66K	Hold	50	–	–	﹤0.01%	497
2023 Q3	$4.97K	Hold	50	–	–	﹤0.01%	528
2023 Q2	$6.75K	Hold	50	–	–	﹤0.01%	514
2023 Q1	$5.7K	Hold	50	–	–	﹤0.01%	527
2022 Q4	$4.63K	Hold	50	–	–	﹤0.01%	510
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	576
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	531
2022 Q1	$5K	Sell	50 -230	-82%	-$28.4K	﹤0.01%	540
2021 Q4	$43K	Hold	280	–	–	0.01%	310
2021 Q3	$40K	Sell	280 -100	-26%	-$15.8K	0.01%	328
2021 Q2	$62K	Hold	380	–	–	0.01%	271
2021 Q1	$57K	Sell	380 -50	-12%	-$6K	0.01%	283
2020 Q4	$46K	Sell	430 -6,760	-94%	-$770K	0.01%	265
2020 Q3	$835K	Buy	7,190 +30	+0.4%	+$3.32K	0.16%	105
2020 Q2	$630K	Buy	7,160 +6,560	+1,093%	+$460K	0.14%	111
2020 Q1	$27K	Hold	600	–	–	0.01%	215
2019 Q4	$42K	Sell	600 -150	-20%	-$11.4K	0.01%	220
2019 Q3	$62K	Sell	750 -250	-25%	-$19.1K	0.01%	215
2019 Q2	$71K	Hold	1,000	–	–	0.02%	203
2019 Q1	$60K	Hold	1,000	–	–	0.01%	203
2018 Q4	$45K	Hold	1,000	–	–	0.01%	193
2018 Q3	$47K	Hold	1,000	–	–	0.01%	209
2018 Q2	$58K	Hold	1,000	–	–	0.01%	205
2018 Q1	$71K	Hold	1,000	–	–	0.02%	192
2017 Q4	$75K	Buy	+1,000	New	+$63.5K	0.02%	188

Other funds holding LGIH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return