Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,040
| Closed | -$542K | – | 116 |
|
|
2019
Q4 | $542K | Buy |
+10,040
| New | +$542K | 0.19% | 165 |
|
|
2019
Q3 | – | Sell |
-7,365
| Closed | -$346K | – | 348 |
|
|
2019
Q2 | $346K | Sell |
7,365
-985
| -12% | -$46.3K | 0.12% | 211 |
|
|
2019
Q1 | $397K | Sell |
8,350
-2,659
| -24% | -$126K | 0.14% | 220 |
|
|
2018
Q4 | $417K | Sell |
11,009
-913
| -8% | -$34.6K | 0.17% | 188 |
|
|
2018
Q3 | $539K | Buy |
+11,922
| New | +$539K | 0.25% | 125 |
|
|
2018
Q1 | – | Sell |
-4,408
| Closed | -$270K | – | 411 |
|
|
2017
Q4 | $270K | Buy |
+4,408
| New | +$270K | 0.24% | 189 |
|
|
2016
Q4 | – | Sell |
-53,367
| Closed | -$2.15M | – | 442 |
|
|
2016
Q3 | $2.15M | Buy |
53,367
+25,132
| +89% | +$1.01M | 1.3% | 20 |
|
|
2016
Q2 | $1.24M | Buy |
+28,235
| New | +$1.24M | 0.72% | 46 |
|
|
2015
Q4 | – | Sell |
-20,338
| Closed | -$932K | – | 243 |
|
|
2015
Q3 | $932K | Sell |
20,338
-13,290
| -40% | -$609K | 0.55% | 67 |
|
|
2015
Q2 | $1.63M | Buy |
+33,628
| New | +$1.63M | 0.68% | 48 |
|
|
2015
Q1 | – | Sell |
-7,121
| Closed | -$304K | – | 271 |
|
|
2014
Q4 | $304K | Buy |
+7,121
| New | +$304K | 0.14% | 164 |
|
|
2014
Q2 | – | Sell |
-30,676
| Closed | -$1.16M | – | 284 |
|
|
2014
Q1 | $1.16M | Sell |
30,676
-1,735
| -5% | -$65.4K | 0.64% | 52 |
|
|
2013
Q4 | $1.22M | Buy |
+32,411
| New | +$1.22M | 0.72% | 49 |
|