AE Wealth Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.2M | Buy |
681,157
+402,950
| +145% | +$43.5M | 0.32% | 79 |
|
|
2025
Q4 | $28.6M | Buy |
278,207
+261,337
| +1,549% | +$31.6M | 0.16% | 133 |
|
|
2025
Q3 | $2.13M | Buy |
16,870
+7,810
| +86% | +$969K | 0.01% | 550 |
|
|
2025
Q2 | $1M | Buy |
+9,060
| New | +$982K | 0.01% | 721 |
|
|
2024
Q4 | – | Sell |
-1,305
| Closed | -$237K | – | 2147 |
|
|
2024
Q3 | $237K | Buy |
+1,305
| New | +$219K | ﹤0.01% | 1113 |
|
|
2024
Q1 | – | Sell |
-19,303
| Closed | -$2.77M | – | 1629 |
|
|
2023
Q4 | $2.77M | Sell |
19,303
-6,051
| -24% | -$729K | 0.01% | 795 |
|
|
2023
Q3 | $2.75M | Sell |
25,354
-2,637
| -9% | -$309K | 0.02% | 737 |
|
|
2023
Q2 | $3.4M | Buy |
27,991
+2,055
| +8% | +$224K | 0.02% | 664 |
|
|
2023
Q1 | $2.64M | Sell |
25,936
-686
| -3% | -$66.2K | 0.02% | 700 |
|
|
2022
Q4 | $2.33M | Sell |
26,622
-2,920
| -10% | -$236K | 0.02% | 688 |
|
|
2022
Q3 | $2.13M | Buy |
29,542
+4,509
| +18% | +$350K | 0.02% | 678 |
|
|
2022
Q2 | $1.71M | Buy |
25,033
+568
| +2% | +$41.6K | 0.01% | 715 |
|
|
2022
Q1 | $1.92M | Buy |
24,465
+807
| +3% | +$72.7K | 0.01% | 713 |
|
|
2021
Q4 | $2.66M | Buy |
23,658
+1,379
| +6% | +$141K | 0.02% | 611 |
|
|
2021
Q3 | $2.02M | Sell |
22,279
-721
| -3% | -$71.4K | 0.02% | 645 |
|
|
2021
Q2 | $2.21M | Buy |
23,000
+1,004
| +5% | +$97K | 0.02% | 611 |
|
|
2021
Q1 | $2.16M | Sell |
21,996
-1,601
| -7% | -$135K | 0.02% | 547 |
|
|
2020
Q4 | $1.74M | Buy |
23,597
+185
| +0.8% | +$13.9K | 0.02% | 540 |
|
|
2020
Q3 | $1.85M | Sell |
23,412
-1,024
| -4% | -$72.7K | 0.03% | 445 |
|
|
2020
Q2 | $1.46M | Buy |
24,436
+2,585
| +12% | +$132K | 0.02% | 504 |
|
|
2020
Q1 | $808K | Sell |
21,851
-4,014
| -16% | -$227K | 0.02% | 542 |
|
|
2019
Q4 | $1.4M | Buy |
25,865
+3,009
| +13% | +$172K | 0.03% | 452 |
|
|
2019
Q3 | $1.24M | Sell |
22,856
-412
| -2% | -$20.1K | 0.04% | 395 |
|
|
2019
Q2 | $1.09M | Buy |
+23,268
| New | +$1.16M | 0.03% | 385 |
|
|
2018
Q2 | – | Sell |
-3,695
| Closed | -$211K | – | 483 |
|
|
2018
Q1 | $211K | Sell |
3,695
-28
| -0.8% | -$1.69K | 0.02% | 399 |
|
|
2017
Q4 | $228K | Buy |
+3,723
| New | +$212K | 0.02% | 372 |
|
|
2017
Q3 | – | Sell |
-4,102
| Closed | -$208K | – | 407 |
|
|
2017
Q2 | $208K | Sell |
4,102
-358
| -8% | -$17.6K | 0.02% | 354 |
|
|
2017
Q1 | $217K | Buy |
+4,460
| New | +$202K | 0.04% | 248 |
|
Other funds holding LEN
VCM
GA
VPM
