Creative Planning’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
8,154
+1,018
| +14% | +$107K | ﹤0.01% | 1985 |
|
|
2025
Q1 | $778K | Sell |
7,136
-417
| -6% | -$45.5K | ﹤0.01% | 1919 |
|
|
2024
Q4 | $949K | Buy |
7,553
+1,491
| +25% | +$187K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $997K | Sell |
6,062
-24
| -0.4% | -$3.95K | ﹤0.01% | 1512 |
|
|
2024
Q2 | $807K | Buy |
6,086
+126
| +2% | +$16.7K | ﹤0.01% | 1571 |
|
|
2024
Q1 | $873K | Buy |
5,960
+16
| +0.3% | +$2.35K | ﹤0.01% | 1413 |
|
|
2023
Q4 | $757K | Buy |
5,944
+3
| +0.1% | +$382 | ﹤0.01% | 1414 |
|
|
2023
Q3 | $577K | Hold |
5,941
| – | – | ﹤0.01% | 1466 |
|
|
2023
Q2 | $638K | Sell |
5,941
-4
| -0.1% | -$430 | ﹤0.01% | 1400 |
|
|
2023
Q1 | $505K | Buy |
5,945
+8
| +0.1% | +$679 | ﹤0.01% | 1454 |
|
|
2022
Q4 | $422K | Buy |
5,937
+36
| +0.6% | +$2.56K | ﹤0.01% | 1511 |
|
|
2022
Q3 | $334K | Buy |
+5,901
| New | +$334K | ﹤0.01% | 1572 |
|
|
2022
Q2 | – | Sell |
-3,218
| Closed | -$209K | – | 2321 |
|
|
2022
Q1 | $209K | Hold |
3,218
| – | – | ﹤0.01% | 1867 |
|
|
2021
Q4 | $293K | Sell |
3,218
-1
| -0% | -$91 | ﹤0.01% | 1635 |
|
|
2021
Q3 | $237K | Sell |
3,219
-1
| -0% | -$74 | ﹤0.01% | 1745 |
|
|
2021
Q2 | $249K | Sell |
3,220
-17
| -0.5% | -$1.32K | ﹤0.01% | 1660 |
|
|
2021
Q1 | $253K | Buy |
+3,237
| New | +$253K | ﹤0.01% | 1875 |
|
|
2020
Q4 | – | Sell |
-3,237
| Closed | -$202K | – | 2155 |
|
|
2020
Q3 | $202K | Buy |
+3,237
| New | +$202K | ﹤0.01% | 1652 |
|
|
2015
Q2 | – | Sell |
-15
| Closed | -$1K | – | 2054 |
|
|
2015
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3913 |
|
|
2014
Q3 | – | Sell |
-2
| Closed | – | – | 3932 |
|
|
2014
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3744 |
|