Advisory Research’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,257
| Closed | -$463K | – | 408 |
|
|
2023
Q3 | $463K | Buy |
4,257
+1,067
| +33% | +$116K | 0.06% | 291 |
|
|
2023
Q2 | $387K | Buy |
+3,190
| New | +$387K | 0.05% | 334 |
|
|
2021
Q3 | – | Sell |
-2,712
| Closed | -$261K | – | 387 |
|
|
2021
Q2 | $261K | Sell |
2,712
-3,831
| -59% | -$369K | 0.02% | 313 |
|
|
2021
Q1 | $641K | Sell |
6,543
-1,971
| -23% | -$193K | 0.05% | 249 |
|
|
2020
Q4 | $628K | Sell |
8,514
-3,887
| -31% | -$287K | 0.05% | 241 |
|
|
2020
Q3 | $981K | Buy |
12,401
+6,391
| +106% | +$506K | 0.1% | 177 |
|
|
2020
Q2 | $359K | Buy |
+6,010
| New | +$359K | 0.03% | 269 |
|
|
2014
Q2 | – | Sell |
-1,660
| Closed | -$63K | – | 515 |
|
|
2014
Q1 | $63K | Buy |
+1,660
| New | +$63K | ﹤0.01% | 743 |
|