GeoWealth 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 | $461K | Buy |
4,166
+3,391
| +438% | +$375K | 0.02% | 418 |
|
|
2025
Q1 | $89K | Sell |
775
-2,695
| -78% | -$309K | ﹤0.01% | 810 |
|
|
2024
Q4 | $458K | Buy |
3,470
+1,609
| +86% | +$212K | 0.02% | 490 |
|
|
2024
Q3 | $338K | Sell |
1,861
-15
| -0.8% | -$2.72K | 0.01% | 571 |
|
|
2024
Q2 | $272K | Buy |
1,876
+144
| +8% | +$20.9K | 0.01% | 608 |
|
|
2024
Q1 | $288K | Buy |
1,732
+785
| +83% | +$131K | 0.01% | 583 |
|
|
2023
Q4 | $137K | Buy |
+947
| New | +$137K | 0.01% | 550 |
|
|
2021
Q4 | – | Sell |
-6,073
| Closed | -$551K | – | 398 |
|
|
2021
Q3 | $551K | Buy |
+6,073
| New | +$551K | 0.05% | 205 |
|
|
2019
Q4 | – | Sell |
-7,011
| Closed | -$379K | – | 155 |
|
|
2019
Q3 | $379K | Buy |
+7,011
| New | +$379K | 0.09% | 123 |
|