West Oak Capital’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86K | Hold |
1,440
| – | – | 0.07% | 122 |
|
|
2025
Q1 | $1.83K | Hold |
1,440
| – | – | 0.07% | 118 |
|
|
2024
Q4 | $2.01M | Hold |
1,440
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $2.75K | Sell |
1,440
-120
| -8% | -$229 | 0.05% | 105 |
|
|
2024
Q2 | $220K | Hold |
1,560
| – | – | 0.09% | 112 |
|
|
2024
Q1 | $257K | Sell |
1,560
-25
| -2% | -$4.12K | 0.11% | 105 |
|
|
2023
Q4 | $244K | Hold |
1,585
| – | – | 0.11% | 107 |
|
|
2023
Q3 | $170K | Hold |
1,585
| – | – | 0.08% | 121 |
|
|
2023
Q2 | $193K | Hold |
1,585
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $155K | Sell |
1,585
-35
| -2% | -$3.42K | 0.08% | 124 |
|
|
2022
Q4 | $144K | Hold |
1,620
| – | – | 0.08% | 123 |
|
|
2022
Q3 | $109K | Hold |
1,620
| – | – | 0.06% | 138 |
|
|
2022
Q2 | $107K | Hold |
1,620
| – | – | 0.06% | 143 |
|
|
2022
Q1 | $121K | Sell |
1,620
-125
| -7% | -$9.34K | 0.05% | 144 |
|
|
2021
Q4 | $189K | Buy |
1,745
+125
| +8% | +$13.5K | 0.07% | 128 |
|
|
2021
Q3 | $136K | Hold |
1,620
| – | – | 0.05% | 143 |
|
|
2021
Q2 | $146K | Sell |
1,620
-300
| -16% | -$27K | 0.06% | 140 |
|
|
2021
Q1 | $171K | Sell |
1,920
-205
| -10% | -$18.3K | 0.07% | 130 |
|
|
2020
Q4 | $146K | Hold |
2,125
| – | – | 0.07% | 128 |
|
|
2020
Q3 | $161K | Sell |
2,125
-175
| -8% | -$13.3K | 0.09% | 118 |
|
|
2020
Q2 | $128K | Hold |
2,300
| – | – | 0.07% | 124 |
|
|
2020
Q1 | $78K | Hold |
2,300
| – | – | 0.05% | 140 |
|
|
2019
Q4 | $121K | Sell |
2,300
-250
| -10% | -$13.2K | 0.07% | 131 |
|
|
2019
Q3 | $134K | Hold |
2,550
| – | – | 0.08% | 125 |
|
|
2019
Q2 | $110K | Hold |
2,550
| – | – | 0.07% | 135 |
|
|
2019
Q1 | $106K | Hold |
2,550
| – | – | 0.07% | 137 |
|
|
2018
Q4 | $88.4K | Hold |
2,550
| – | – | 0.06% | 139 |
|
|
2018
Q3 | $108K | Hold |
2,550
| – | – | 0.06% | 140 |
|
|
2018
Q2 | $105K | Hold |
2,550
| – | – | 0.06% | 139 |
|
|
2018
Q1 | $112K | Hold |
2,550
| – | – | 0.07% | 140 |
|
|
2017
Q4 | $130K | Sell |
2,550
-150
| -6% | -$7.66K | 0.08% | 131 |
|
|
2017
Q3 | $108K | Hold |
2,700
| – | – | 0.06% | 143 |
|
|
2017
Q2 | $93.3K | Hold |
2,700
| – | – | 0.06% | 150 |
|
|
2017
Q1 | $89.9K | Hold |
2,700
| – | – | 0.06% | 151 |
|
|
2016
Q4 | $73.8K | Hold |
2,700
| – | – | 0.05% | 159 |
|
|
2016
Q3 | $81.5K | Hold |
2,700
| – | – | 0.06% | 149 |
|
|
2016
Q2 | $85K | Hold |
2,700
| – | – | 0.06% | 139 |
|
|
2016
Q1 | $81.6K | Sell |
2,700
-250
| -8% | -$7.56K | 0.06% | 131 |
|
|
2015
Q4 | $94.5K | Hold |
2,950
| – | – | 0.07% | 127 |
|
|
2015
Q3 | $86.6K | Hold |
2,950
| – | – | 0.07% | 132 |
|
|
2015
Q2 | $80.7K | Hold |
2,950
| – | – | 0.06% | 133 |
|
|
2015
Q1 | $84K | Hold |
2,950
| – | – | 0.06% | 132 |
|
|
2014
Q4 | $74.6K | Sell |
2,950
-300
| -9% | -$7.59K | 0.05% | 136 |
|
|
2014
Q3 | $66.7K | Hold |
3,250
| – | – | 0.05% | 135 |
|
|
2014
Q2 | $79.9K | Hold |
3,250
| – | – | 0.06% | 130 |
|
|
2014
Q1 | $70.4K | Hold |
3,250
| – | – | 0.05% | 135 |
|
|
2013
Q4 | $72.5K | Buy |
3,250
+2,000
| +160% | +$44.6K | 0.05% | 131 |
|
|
2013
Q3 | $24.3K | Hold |
1,250
| – | – | 0.02% | 171 |
|
|
2013
Q2 | $26.6K | Buy |
+1,250
| New | +$26.6K | 0.02% | 167 |
|