B. Riley Wealth Advisors’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
$728K Buy
+6,581
New +$728K 0.03% 405
2024
Q4
$810K Sell
6,135
-328
-5% -$43.3K 0.03% 523
2024
Q3
$1.17M Sell
6,463
-379
-6% -$68.8K 0.03% 453
2024
Q2
$993K Sell
6,842
-3,283
-32% -$476K 0.03% 543
2024
Q1
$1.1M Buy
10,125
+2,408
+31% +$262K 0.03% 494
2023
Q4
$1.11M Sell
7,717
-2,408
-24% -$347K 0.03% 492
2023
Q3
$1.1M Buy
10,125
+1,349
+15% +$147K 0.03% 494
2023
Q2
$1.06M Sell
8,776
-3,208
-27% -$389K 0.02% 545
2023
Q1
$1.22M Buy
11,984
+2,849
+31% +$290K 0.03% 482
2022
Q4
$800K Sell
9,135
-3,369
-27% -$295K 0.02% 612
2022
Q3
$903K Buy
12,504
+4,174
+50% +$301K 0.03% 534
2022
Q2
$570K Buy
8,330
+2,211
+36% +$151K 0.02% 604
2022
Q1
$482K Buy
6,119
+140
+2% +$11K 0.02% 770
2021
Q4
$673K Buy
5,979
+107
+2% +$12K 0.02% 675
2021
Q3
$537K Sell
5,872
-96
-2% -$8.78K 0.02% 738
2021
Q2
$576K Buy
5,968
+3,069
+106% +$296K 0.02% 698
2021
Q1
$265K Buy
+2,899
New +$265K 0.01% 1060
2015
Q1
Sell
-36
Closed -$2 1349
2014
Q4
$2 Buy
+36
New +$2 ﹤0.01% 3398
2014
Q3
Sell
-215
Closed -$8.62K 1340
2014
Q2
$8.62K Buy
+215
New +$8.62K ﹤0.01% 1847