UBS AM’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
71,474
+31,616
| +79% | +$795K | ﹤0.01% | 2190 |
|
|
2025
Q1 | $899K | Buy |
39,858
+658
| +2% | +$14.8K | ﹤0.01% | 2355 |
|
|
2024
Q4 | $912K | Buy |
39,200
+5,176
| +15% | +$120K | ﹤0.01% | 2406 |
|
|
2024
Q3 | $1.23M | Sell |
34,024
-3,329
| -9% | -$121K | ﹤0.01% | 2290 |
|
|
2024
Q2 | $964K | Buy |
37,353
+14,257
| +62% | +$368K | ﹤0.01% | 2383 |
|
|
2024
Q1 | $1.01M | Sell |
23,096
-2,655
| -10% | -$116K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $915K | Buy |
25,751
+14,294
| +125% | +$508K | ﹤0.01% | 2074 |
|
|
2023
Q3 | $255K | Hold |
11,457
| – | – | ﹤0.01% | 2465 |
|
|
2023
Q2 | $152K | Hold |
11,457
| – | – | ﹤0.01% | 2604 |
|
|
2023
Q1 | $152K | Hold |
11,457
| – | – | ﹤0.01% | 2604 |
|
|
2022
Q4 | $99.2K | Buy |
+11,457
| New | +$99.2K | ﹤0.01% | 2494 |
|