Everhart Financial 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 | $481K | Sell |
4,347
-720
| -14% | -$79.6K | 0.06% | 226 |
|
|
2025
Q1 | $582K | Sell |
5,067
-237
| -4% | -$27.2K | 0.08% | 174 |
|
|
2024
Q4 | $700K | Sell |
5,304
-917
| -15% | -$121K | 0.14% | 144 |
|
|
2024
Q3 | $1.13M | Buy |
6,221
+825
| +15% | +$150K | 0.25% | 87 |
|
|
2024
Q2 | $783K | Buy |
5,396
+706
| +15% | +$102K | 0.2% | 104 |
|
|
2024
Q1 | $781K | Buy |
4,690
+853
| +22% | +$142K | 0.23% | 92 |
|
|
2023
Q4 | $554K | Buy |
3,837
+48
| +1% | +$6.93K | 0.2% | 104 |
|
|
2023
Q3 | $412K | Buy |
3,789
+274
| +8% | +$29.8K | 0.17% | 112 |
|
|
2023
Q2 | $426K | Buy |
3,515
+451
| +15% | +$54.7K | 0.18% | 114 |
|
|
2023
Q1 | $312K | Buy |
3,064
+398
| +15% | +$40.5K | 0.14% | 134 |
|
|
2022
Q4 | $234K | Buy |
+2,666
| New | +$234K | 0.12% | 153 |
|