Beacon Investment 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
$347K Buy
3,152
+6
+0.2% +$661 0.15% 122
2025
Q1
$361K Sell
3,146
-99
-3% -$11.4K 0.17% 119
2024
Q4
$428K Buy
3,245
+4
+0.1% +$528 0.2% 109
2024
Q3
$588K Buy
3,241
+5
+0.2% +$907 0.28% 91
2024
Q2
$470K Buy
3,236
+4
+0.1% +$580 0.24% 99
2024
Q1
$538K Buy
3,232
+4
+0.1% +$666 0.31% 80
2023
Q4
$466K Buy
3,228
+7
+0.2% +$1.01K 0.3% 82
2023
Q3
$350K Buy
3,221
+5
+0.2% +$543 0.25% 93
2023
Q2
$390K Buy
3,216
+6
+0.2% +$728 0.27% 93
2023
Q1
$327K Buy
3,210
+8
+0.2% +$814 0.24% 100
2022
Q4
$281K Buy
+3,202
New +$281K 0.23% 101