Wellington Management Group’s Smith Douglas Homes SDHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.1M | Sell |
1,190,529
-20,745
| -2% | -$403K | ﹤0.01% | 923 |
|
2025
Q1 | $23.6M | Buy |
1,211,274
+298,227
| +33% | +$5.82M | ﹤0.01% | 903 |
|
2024
Q4 | $23.4M | Sell |
913,047
-99,646
| -10% | -$2.55M | ﹤0.01% | 924 |
|
2024
Q3 | $38.3M | Sell |
1,012,693
-95,663
| -9% | -$3.61M | 0.01% | 773 |
|
2024
Q2 | $25.9M | Buy |
1,108,356
+571,369
| +106% | +$13.4M | ﹤0.01% | 882 |
|
2024
Q1 | $15.9M | Buy |
+536,987
| New | +$15.9M | ﹤0.01% | 998 |
|