Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Hold |
6,400
| – | – | 0.14% | 40 |
|
|
2025
Q1 | $735K | Sell |
6,400
-211
| -3% | -$24.2K | 0.15% | 39 |
|
|
2024
Q4 | $873K | Hold |
6,611
| – | – | 0.18% | 37 |
|
|
2024
Q3 | $1.2M | Hold |
6,611
| – | – | 0.24% | 31 |
|
|
2024
Q2 | $959K | Hold |
6,611
| – | – | 0.2% | 35 |
|
|
2024
Q1 | $1.1M | Hold |
6,611
| – | – | 0.23% | 35 |
|
|
2023
Q4 | $954K | Hold |
6,611
| – | – | 0.21% | 37 |
|
|
2023
Q3 | $718K | Hold |
6,611
| – | – | 0.17% | 44 |
|
|
2023
Q2 | $802K | Hold |
6,611
| – | – | 0.18% | 46 |
|
|
2023
Q1 | $672K | Sell |
6,611
-2,066
| -24% | -$210K | 0.15% | 46 |
|
|
2022
Q4 | $756K | Hold |
8,677
| – | – | 0.18% | 46 |
|
|
2022
Q3 | $635K | Hold |
8,677
| – | – | 0.14% | 48 |
|
|
2022
Q2 | $593K | Buy |
+8,677
| New | +$593K | 0.13% | 49 |
|
|
2020
Q4 | – | Sell |
-274
| Closed | -$22K | – | 417 |
|
|
2020
Q3 | $22K | Hold |
274
| – | – | 0.01% | 256 |
|
|
2020
Q2 | $16K | Buy |
274
+238
| +661% | +$13.9K | ﹤0.01% | 393 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 577 |
|
|
2019
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 533 |
|