Allworth Financial’s Lennar Class A LEN Stock Holding History

Allworth Financial’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$979K	Buy	8,853 +5,686	+180%	+$629K	﹤0.01%	646
2025 Q1	$346K	Buy	3,167 +89	+3%	+$9.72K	﹤0.01%	779
2024 Q4	$406K	Buy	3,078 +1,196	+64%	+$158K	﹤0.01%	738
2024 Q3	$342K	Sell	1,882 -29	-2%	-$5.26K	﹤0.01%	677
2024 Q2	$316K	Sell	1,911 -937	-33%	-$155K	﹤0.01%	677
2024 Q1	$474K	Buy	2,848 +1,209	+74%	+$201K	﹤0.01%	559
2023 Q4	$237K	Buy	1,639 +1	+0.1%	+$144	﹤0.01%	688
2023 Q3	$178K	Buy	1,638 +101	+7%	+$11K	﹤0.01%	715
2023 Q2	$187K	Sell	1,537 -17	-1%	-$2.06K	﹤0.01%	721
2023 Q1	$158K	Sell	1,554 -618	-28%	-$62.9K	﹤0.01%	708
2022 Q4	$190K	Sell	2,172 -714	-25%	-$62.6K	﹤0.01%	645
2022 Q3	$208K	Buy	2,886 +1,207	+72%	+$87K	﹤0.01%	582
2022 Q2	$115K	Buy	1,679 +31	+2%	+$2.12K	﹤0.01%	684
2022 Q1	$129K	Buy	1,648 +363	+28%	+$28.4K	﹤0.01%	659
2021 Q4	$145K	Buy	1,285 +4	+0.3%	+$451	﹤0.01%	598
2021 Q3	$116K	Hold	1,281	–	–	﹤0.01%	581
2021 Q2	$123K	Buy	1,281 +966	+307%	+$92.8K	﹤0.01%	451
2021 Q1	$31K	Hold	315	–	–	﹤0.01%	678
2020 Q4	$23K	Hold	315	–	–	﹤0.01%	642
2020 Q3	$25K	Sell	315 -110	-26%	-$8.73K	﹤0.01%	532
2020 Q2	$25K	Buy	425 +110	+35%	+$6.47K	﹤0.01%	539
2020 Q1	$12K	Buy	315 +5	+2%	+$190	﹤0.01%	664
2019 Q4	$17K	Hold	310	–	–	﹤0.01%	553
2019 Q3	$17K	Hold	310	–	–	﹤0.01%	483
2019 Q2	$15K	Hold	310	–	–	﹤0.01%	509
2019 Q1	$15K	Hold	310	–	–	﹤0.01%	505
2018 Q4	$12K	Hold	310	–	–	﹤0.01%	486
2018 Q3	$14K	Hold	310	–	–	﹤0.01%	496
2018 Q2	$16K	Sell	310 -3	-1%	-$155	﹤0.01%	441
2018 Q1	$18K	Sell	313 -2	-0.6%	-$115	﹤0.01%	394
2017 Q4	$19K	Hold	315	–	–	﹤0.01%	385
2017 Q3	$16K	Hold	315	–	–	﹤0.01%	399
2017 Q2	$16K	Hold	315	–	–	﹤0.01%	411
2017 Q1	$15K	Hold	315	–	–	﹤0.01%	400
2016 Q4	$13K	Hold	315	–	–	﹤0.01%	368
2016 Q3	$13K	Hold	315	–	–	﹤0.01%	381
2016 Q2	$14K	Hold	315	–	–	﹤0.01%	347
2016 Q1	$15K	Buy	+315	New	+$15K	﹤0.01%	344