Geneos 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 | $110K | Sell |
997
-1,076
| -52% | -$119K | ﹤0.01% | 1216 |
|
|
2025
Q1 | $238K | Buy |
2,073
+1,520
| +275% | +$174K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $72.9K | Sell |
553
-1
| -0.2% | -$132 | ﹤0.01% | 1175 |
|
|
2024
Q3 | $100K | Buy |
554
+103
| +23% | +$18.7K | ﹤0.01% | 967 |
|
|
2024
Q2 | $65.5K | Buy |
451
+1
| +0.2% | +$145 | ﹤0.01% | 984 |
|
|
2024
Q1 | $75K | Buy |
450
+1
| +0.2% | +$167 | ﹤0.01% | 939 |
|
|
2023
Q4 | $64.8K | Buy |
449
+7
| +2% | +$1.01K | ﹤0.01% | 982 |
|
|
2023
Q3 | $48K | Buy |
442
+1
| +0.2% | +$109 | ﹤0.01% | 1089 |
|
|
2023
Q2 | $53.5K | Buy |
441
+1
| +0.2% | +$121 | ﹤0.01% | 1060 |
|
|
2023
Q1 | $44.8K | Buy |
440
+1
| +0.2% | +$102 | ﹤0.01% | 1114 |
|
|
2022
Q4 | $38.5K | Buy |
439
+2
| +0.5% | +$175 | ﹤0.01% | 1140 |
|
|
2022
Q3 | $31K | Sell |
437
-257
| -37% | -$18.2K | ﹤0.01% | 1187 |
|
|
2022
Q2 | $50K | Sell |
694
-256
| -27% | -$18.4K | ﹤0.01% | 1285 |
|
|
2022
Q1 | $74K | Buy |
950
+1
| +0.1% | +$78 | ﹤0.01% | 1206 |
|
|
2021
Q4 | $106K | Buy |
949
+1
| +0.1% | +$112 | ﹤0.01% | 1141 |
|
|
2021
Q3 | $86K | Sell |
948
-37
| -4% | -$3.36K | ﹤0.01% | 1229 |
|
|
2021
Q2 | $96K | Buy |
985
+21
| +2% | +$2.05K | ﹤0.01% | 1178 |
|
|
2021
Q1 | $96K | Buy |
964
+327
| +51% | +$32.6K | ﹤0.01% | 1328 |
|
|
2020
Q4 | $62K | Buy |
637
+310
| +95% | +$30.2K | ﹤0.01% | 1353 |
|
|
2020
Q3 | $24K | Hold |
327
| – | – | ﹤0.01% | 1575 |
|
|
2020
Q2 | $18K | Hold |
327
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q1 | $12K | Sell |
327
-865
| -73% | -$31.7K | ﹤0.01% | 1728 |
|
|
2019
Q4 | $64K | Buy |
1,192
+207
| +21% | +$11.1K | ﹤0.01% | 1140 |
|
|
2019
Q3 | $52K | Sell |
985
-40
| -4% | -$2.11K | ﹤0.01% | 1160 |
|
|
2019
Q2 | $48K | Hold |
1,025
| – | – | ﹤0.01% | 1212 |
|
|
2019
Q1 | $48K | Sell |
1,025
-826
| -45% | -$38.7K | ﹤0.01% | 1164 |
|
|
2018
Q4 | $70K | Hold |
1,851
| – | – | 0.01% | 958 |
|
|
2018
Q3 | $83K | Hold |
1,851
| – | – | 0.01% | 960 |
|
|
2018
Q2 | $94K | Sell |
1,851
-398
| -18% | -$20.2K | 0.01% | 812 |
|
|
2018
Q1 | $128K | Buy |
2,249
+1,339
| +147% | +$76.2K | 0.01% | 665 |
|
|
2017
Q4 | $55K | Sell |
910
-6,689
| -88% | -$404K | ﹤0.01% | 962 |
|
|
2017
Q3 | $381K | Sell |
7,599
-94
| -1% | -$4.71K | 0.04% | 354 |
|
|
2017
Q2 | $390K | Sell |
7,693
-149
| -2% | -$7.55K | 0.04% | 339 |
|
|
2017
Q1 | $382K | Buy |
7,842
+6,916
| +747% | +$337K | 0.04% | 331 |
|
|
2016
Q4 | $37K | Sell |
926
-5,252
| -85% | -$210K | ﹤0.01% | 947 |
|
|
2016
Q3 | $249K | Buy |
6,178
+43
| +0.7% | +$1.73K | 0.03% | 399 |
|
|
2016
Q2 | $271K | Buy |
6,135
+5,200
| +556% | +$230K | 0.04% | 371 |
|
|
2016
Q1 | $42K | Buy |
+935
| New | +$42K | 0.01% | 850 |
|