EP Wealth 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 | $1.22M | Buy |
11,043
+6,261
| +131% | +$693K | 0.01% | 520 |
|
|
2025
Q1 | $549K | Sell |
4,782
-47
| -1% | -$5.4K | ﹤0.01% | 673 |
|
|
2024
Q4 | $638K | Sell |
4,829
-559
| -10% | -$73.8K | 0.01% | 617 |
|
|
2024
Q3 | $978K | Buy |
5,388
+487
| +10% | +$88.4K | 0.01% | 502 |
|
|
2024
Q2 | $711K | Sell |
4,901
-108
| -2% | -$15.7K | 0.01% | 461 |
|
|
2024
Q1 | $834K | Sell |
5,009
-223
| -4% | -$37.1K | 0.01% | 409 |
|
|
2023
Q4 | $755K | Sell |
5,232
-217
| -4% | -$31.3K | 0.01% | 415 |
|
|
2023
Q3 | $592K | Sell |
5,449
-3,856
| -41% | -$419K | 0.01% | 429 |
|
|
2023
Q2 | $648K | Sell |
9,305
-3,929
| -30% | -$274K | 0.01% | 414 |
|
|
2023
Q1 | $103K | Buy |
13,234
+6,730
| +103% | +$52.4K | ﹤0.01% | 595 |
|
|
2022
Q4 | $570K | Buy |
+6,504
| New | +$570K | 0.01% | 355 |
|