Venturi Wealth Management’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
Q1 | – | Sell |
-282
| Closed | -$6.56K | – | 879 |
|
|
2024
Q4 | $6.56K | Buy |
282
+93
| +49% | +$2.16K | ﹤0.01% | 1567 |
|
|
2024
Q3 | $6.84K | Buy |
189
+118
| +166% | +$4.27K | ﹤0.01% | 1299 |
|
|
2024
Q2 | $1.83K | Hold |
71
| – | – | ﹤0.01% | 1377 |
|
|
2024
Q1 | $3.11K | Hold |
71
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q4 | $2.52K | Hold |
71
| – | – | ﹤0.01% | 1160 |
|
|
2023
Q3 | $1.58K | Hold |
71
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q2 | $1.75K | Buy |
+71
| New | +$1.75K | ﹤0.01% | 942 |
|