Dakota Wealth Management’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,375
Closed -$250K 778
2024
Q3
$250K Sell
1,375
-9
-0.7% -$1.63K 0.01% 633
2024
Q2
$201K Buy
+1,384
New +$201K ﹤0.01% 666
2020
Q1
Sell
-6,129
Closed -$331K 300
2019
Q4
$331K Buy
6,129
+4
+0.1% +$216 0.05% 230
2019
Q3
$331K Buy
6,125
+6
+0.1% +$324 0.06% 222
2019
Q2
$287K Buy
6,119
+5
+0.1% +$235 0.05% 229
2019
Q1
$291K Sell
6,114
-300
-5% -$14.3K 0.06% 237
2018
Q4
$290K Hold
6,414
0.07% 224
2018
Q3
$290K Buy
6,414
+5
+0.1% +$226 0.07% 217
2018
Q2
$326K Buy
+6,409
New +$326K 0.09% 160