Crestwood Advisors Group’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 | $1.12M | Buy |
10,093
+170
| +2% | +$18.8K | 0.02% | 267 |
|
|
2025
Q1 | $1.14M | Sell |
9,923
-93
| -0.9% | -$10.7K | 0.02% | 257 |
|
|
2024
Q4 | $1.32M | Sell |
10,016
-90
| -0.9% | -$11.9K | 0.02% | 221 |
|
|
2024
Q3 | $1.83M | Buy |
10,106
+110
| +1% | +$20K | 0.04% | 194 |
|
|
2024
Q2 | $1.45M | Sell |
9,996
-28
| -0.3% | -$4.06K | 0.03% | 198 |
|
|
2024
Q1 | $1.67M | Buy |
10,024
+136
| +1% | +$22.6K | 0.04% | 187 |
|
|
2023
Q4 | $1.43M | Buy |
9,888
+49
| +0.5% | +$7.07K | 0.03% | 183 |
|
|
2023
Q3 | $1.07M | Buy |
9,839
+7
| +0.1% | +$761 | 0.03% | 193 |
|
|
2023
Q2 | $1.19M | Buy |
9,832
+23
| +0.2% | +$2.79K | 0.04% | 129 |
|
|
2023
Q1 | $998K | Hold |
9,809
| – | – | 0.03% | 144 |
|
|
2022
Q4 | $859K | Hold |
9,809
| – | – | 0.03% | 152 |
|
|
2022
Q3 | $708K | Hold |
9,809
| – | – | 0.03% | 164 |
|
|
2022
Q2 | $670K | Sell |
9,809
-19
| -0.2% | -$1.3K | 0.02% | 173 |
|
|
2022
Q1 | $772K | Buy |
9,828
+19
| +0.2% | +$1.49K | 0.02% | 178 |
|
|
2021
Q4 | $1.1M | Hold |
9,809
| – | – | 0.03% | 159 |
|
|
2021
Q3 | $890K | Hold |
9,809
| – | – | 0.03% | 157 |
|
|
2021
Q2 | $943K | Sell |
9,809
-7
| -0.1% | -$673 | 0.03% | 158 |
|
|
2021
Q1 | $962K | Buy |
9,816
+7
| +0.1% | +$686 | 0.03% | 154 |
|
|
2020
Q4 | $724K | Buy |
+9,809
| New | +$724K | 0.02% | 166 |
|
|
2017
Q2 | – | Sell |
-210
| Closed | -$10K | – | 315 |
|
|
2017
Q1 | $10K | Buy |
+210
| New | +$10K | ﹤0.01% | 429 |
|