Avantax Advisory Services’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
9,895
+4,550
| +85% | +$503K | 0.01% | 1114 |
|
|
2025
Q1 | $614K | Buy |
5,345
+85
| +2% | +$9.76K | ﹤0.01% | 1378 |
|
|
2024
Q4 | $694K | Buy |
5,260
+245
| +5% | +$32.3K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $910K | Sell |
5,015
-2,890
| -37% | -$525K | 0.01% | 1085 |
|
|
2024
Q2 | $1.15M | Buy |
7,905
+6,174
| +357% | +$896K | 0.01% | 909 |
|
|
2024
Q1 | $288K | Sell |
1,731
-1,210
| -41% | -$201K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $424K | Sell |
2,941
-2,030
| -41% | -$293K | ﹤0.01% | 1066 |
|
|
2023
Q3 | $540K | Sell |
4,971
-17
| -0.3% | -$1.85K | 0.01% | 911 |
|
|
2023
Q2 | $605K | Sell |
4,988
-170
| -3% | -$20.6K | 0.01% | 873 |
|
|
2023
Q1 | $525K | Buy |
5,158
+72
| +1% | +$7.33K | 0.01% | 891 |
|
|
2022
Q4 | $446K | Buy |
+5,086
| New | +$446K | 0.01% | 917 |
|
|
2022
Q3 | – | Sell |
-3,938
| Closed | -$269K | – | 1365 |
|
|
2022
Q2 | $269K | Sell |
3,938
-1,168
| -23% | -$79.8K | ﹤0.01% | 1058 |
|
|
2022
Q1 | $403K | Sell |
5,106
-149
| -3% | -$11.8K | 0.01% | 873 |
|
|
2021
Q4 | $591K | Sell |
5,255
-462
| -8% | -$52K | 0.01% | 704 |
|
|
2021
Q3 | $518K | Buy |
5,717
+1,082
| +23% | +$98K | 0.01% | 714 |
|
|
2021
Q2 | $446K | Buy |
4,635
+594
| +15% | +$57.2K | 0.01% | 746 |
|
|
2021
Q1 | $396K | Sell |
4,041
-240
| -6% | -$23.5K | 0.01% | 692 |
|
|
2020
Q4 | $315K | Buy |
+4,281
| New | +$315K | 0.01% | 702 |
|