Beaumont Financial 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 | $256K | Buy |
2,313
+44
| +2% | +$4.87K | 0.02% | 327 |
|
|
2025
Q1 | $260K | Sell |
2,269
-49
| -2% | -$5.62K | 0.02% | 311 |
|
|
2024
Q4 | $306K | Sell |
2,318
-1
| -0% | -$132 | 0.02% | 288 |
|
|
2024
Q3 | $421K | Hold |
2,319
| – | – | 0.03% | 230 |
|
|
2024
Q2 | $336K | Buy |
2,319
+40
| +2% | +$5.8K | 0.03% | 257 |
|
|
2024
Q1 | $379K | Buy |
2,279
+2
| +0.1% | +$333 | 0.03% | 243 |
|
|
2023
Q4 | $328K | Buy |
2,277
+347
| +18% | +$50.1K | 0.03% | 247 |
|
|
2023
Q3 | $210K | Sell |
1,930
-37
| -2% | -$4.02K | 0.02% | 303 |
|
|
2023
Q2 | $239K | Buy |
+1,967
| New | +$239K | 0.02% | 304 |
|
|
2017
Q2 | – | Sell |
-9,463
| Closed | -$461K | – | 184 |
|
|
2017
Q1 | $461K | Buy |
9,463
+84
| +0.9% | +$4.09K | 0.06% | 121 |
|
|
2016
Q4 | $383K | Sell |
9,379
-5,616
| -37% | -$229K | 0.06% | 106 |
|
|
2016
Q3 | $604K | Buy |
14,995
+387
| +3% | +$15.6K | 0.1% | 97 |
|
|
2016
Q2 | $641K | Buy |
+14,608
| New | +$641K | 0.11% | 92 |
|