CAPTRUST 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 | $1.06M | Buy |
9,613
+1,575
| +20% | +$174K | ﹤0.01% | 1319 |
|
|
2025
Q1 | $923K | Buy |
8,038
+1,519
| +23% | +$174K | ﹤0.01% | 1318 |
|
|
2024
Q4 | $861K | Buy |
6,519
+1,431
| +28% | +$189K | ﹤0.01% | 1307 |
|
|
2024
Q3 | $923K | Sell |
5,088
-27
| -0.5% | -$4.9K | ﹤0.01% | 1231 |
|
|
2024
Q2 | $742K | Buy |
5,115
+515
| +11% | +$74.7K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $766K | Sell |
4,600
-7,612
| -62% | -$1.27M | ﹤0.01% | 1271 |
|
|
2023
Q4 | $1.76M | Sell |
12,212
-327
| -3% | -$47.2K | 0.01% | 961 |
|
|
2023
Q3 | $1.36M | Sell |
12,539
-2,227
| -15% | -$242K | 0.01% | 1026 |
|
|
2023
Q2 | $1.79M | Buy |
14,766
+3,746
| +34% | +$454K | 0.01% | 874 |
|
|
2023
Q1 | $1.12M | Buy |
11,020
+454
| +4% | +$46.2K | ﹤0.01% | 975 |
|
|
2022
Q4 | $926K | Buy |
10,566
+827
| +8% | +$72.4K | ﹤0.01% | 1015 |
|
|
2022
Q3 | $703K | Sell |
9,739
-4,591
| -32% | -$331K | ﹤0.01% | 1091 |
|
|
2022
Q2 | $979K | Buy |
14,330
+5,435
| +61% | +$371K | 0.01% | 845 |
|
|
2022
Q1 | $699K | Buy |
8,895
+3,835
| +76% | +$301K | ﹤0.01% | 995 |
|
|
2021
Q4 | $569K | Sell |
5,060
-500
| -9% | -$56.2K | ﹤0.01% | 1054 |
|
|
2021
Q3 | $504K | Buy |
5,560
+261
| +5% | +$23.7K | ﹤0.01% | 1031 |
|
|
2021
Q2 | $510K | Buy |
5,299
+1,199
| +29% | +$115K | ﹤0.01% | 981 |
|
|
2021
Q1 | $402K | Buy |
4,100
+3,102
| +311% | +$304K | ﹤0.01% | 1054 |
|
|
2020
Q4 | $74K | Buy |
998
+67
| +7% | +$4.97K | ﹤0.01% | 1655 |
|
|
2020
Q3 | $75K | Sell |
931
-418
| -31% | -$33.7K | ﹤0.01% | 1473 |
|
|
2020
Q2 | $78K | Buy |
+1,349
| New | +$78K | ﹤0.01% | 1439 |
|
|
2019
Q4 | – | Sell |
-304
| Closed | -$16K | – | 1448 |
|
|
2019
Q3 | $16K | Buy |
304
+25
| +9% | +$1.32K | ﹤0.01% | 1370 |
|
|
2019
Q2 | $13K | Sell |
279
-163
| -37% | -$7.6K | ﹤0.01% | 1427 |
|
|
2019
Q1 | $21K | Sell |
442
-4,826
| -92% | -$229K | ﹤0.01% | 1152 |
|
|
2018
Q4 | $200K | Hold |
5,268
| – | – | 0.01% | 433 |
|
|
2018
Q3 | $238K | Hold |
5,268
| – | – | 0.01% | 416 |
|
|
2018
Q2 | $268K | Buy |
5,268
+1,683
| +47% | +$85.6K | 0.01% | 314 |
|
|
2018
Q1 | $197K | Sell |
3,585
-1,741
| -33% | -$95.7K | 0.01% | 317 |
|
|
2017
Q4 | $326K | Buy |
+5,326
| New | +$326K | 0.02% | 268 |
|