Wells Fargo’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
$2.64M Sell
135,901
-1,087
-0.8% -$21.1K ﹤0.01% 2706
2025
Q1
$2.67M Buy
136,988
+2,635
+2% +$51.4K ﹤0.01% 2603
2024
Q4
$3.44M Buy
134,353
+366
+0.3% +$9.38K ﹤0.01% 2418
2024
Q3
$5.06M Buy
133,987
+32,661
+32% +$1.23M ﹤0.01% 2110
2024
Q2
$2.37M Sell
101,326
-1,227
-1% -$28.7K ﹤0.01% 2590
2024
Q1
$3.05M Buy
+102,553
New +$3.05M ﹤0.01% 2376