EverSource Wealth Advisors’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
2,627
+331
| +14% | +$36.6K | 0.01% | 681 |
|
|
2025
Q1 | $264K | Buy |
2,296
+16
| +0.7% | +$1.84K | 0.01% | 567 |
|
|
2024
Q4 | $301K | Buy |
2,280
+18
| +0.8% | +$2.38K | 0.02% | 504 |
|
|
2024
Q3 | $411K | Sell |
2,262
-57
| -2% | -$10.3K | 0.03% | 376 |
|
|
2024
Q2 | $397K | Sell |
2,319
-125
| -5% | -$21.4K | 0.03% | 361 |
|
|
2024
Q1 | $359K | Sell |
2,444
-242
| -9% | -$35.5K | 0.03% | 337 |
|
|
2023
Q4 | $388K | Sell |
2,686
-859
| -24% | -$124K | 0.04% | 287 |
|
|
2023
Q3 | $385K | Sell |
3,545
-596
| -14% | -$64.8K | 0.04% | 258 |
|
|
2023
Q2 | $502K | Sell |
4,141
-275
| -6% | -$33.4K | 0.06% | 228 |
|
|
2023
Q1 | $449K | Buy |
4,416
+2,995
| +211% | +$305K | 0.06% | 231 |
|
|
2022
Q4 | $125K | Buy |
1,421
+885
| +165% | +$77.6K | 0.02% | 451 |
|
|
2022
Q3 | $39K | Buy |
536
+64
| +14% | +$4.66K | 0.01% | 699 |
|
|
2022
Q2 | $33K | Buy |
472
+91
| +24% | +$6.36K | 0.01% | 704 |
|
|
2022
Q1 | $29K | Buy |
381
+193
| +103% | +$14.7K | 0.01% | 580 |
|
|
2021
Q4 | $21K | Buy |
+188
| New | +$21K | 0.01% | 663 |
|