UBS Group’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
$4.13M Buy
164,353
+76,871
+88% +$1.93M ﹤0.01% 3213
2025
Q1
$1.97M Sell
87,482
-82,879
-49% -$1.87M ﹤0.01% 3703
2024
Q4
$3.96M Buy
170,361
+130,945
+332% +$3.05M ﹤0.01% 3190
2024
Q3
$1.43M Buy
39,416
+22,019
+127% +$797K ﹤0.01% 3294
2024
Q2
$449K Sell
17,397
-28,995
-63% -$749K ﹤0.01% 3993
2024
Q1
$2.03M Buy
46,392
+16,359
+54% +$715K ﹤0.01% 2981
2023
Q4
$1.07M Buy
30,033
+17,231
+135% +$612K ﹤0.01% 3387
2023
Q3
$285K Sell
12,802
-4,446
-26% -$98.8K ﹤0.01% 4009
2023
Q2
$424K Buy
17,248
+11,555
+203% +$284K ﹤0.01% 3958
2023
Q1
$75.4K Buy
5,693
+4,399
+340% +$58.3K ﹤0.01% 5067
2022
Q4
$11.2K Sell
1,294
-250
-16% -$2.17K ﹤0.01% 7235
2022
Q3
$16K Sell
1,544
-956
-38% -$9.91K ﹤0.01% 6583
2022
Q2
$26K Buy
2,500
+1,329
+113% +$13.8K ﹤0.01% 5519
2022
Q1
$20K Sell
1,171
-406
-26% -$6.93K ﹤0.01% 6399
2021
Q4
$31K Buy
1,577
+1,473
+1,416% +$29K ﹤0.01% 6246
2021
Q3
$2K Hold
104
﹤0.01% 7785
2021
Q2
$3K Sell
104
-1,716
-94% -$49.5K ﹤0.01% 7682
2021
Q1
$44K Buy
+1,820
New +$44K ﹤0.01% 5669