Golden State 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 | $59.2K | Sell |
535
-650
| -55% | -$71.9K | 0.01% | 612 |
|
|
2025
Q1 | $136K | Buy |
1,185
+64
| +6% | +$7.35K | 0.02% | 387 |
|
|
2024
Q4 | $148K | Buy |
+1,121
| New | +$148K | 0.02% | 366 |
|
|
2022
Q1 | – | Sell |
-2,326
| Closed | -$262K | – | 335 |
|
|
2021
Q4 | $262K | Sell |
2,326
-133
| -5% | -$15K | 0.05% | 313 |
|
|
2021
Q3 | $223K | Sell |
2,459
-232
| -9% | -$21K | 0.05% | 273 |
|
|
2021
Q2 | $259K | Sell |
2,691
-620
| -19% | -$59.7K | 0.06% | 246 |
|
|
2021
Q1 | $324K | Buy |
3,311
+352
| +12% | +$34.4K | 0.11% | 137 |
|
|
2020
Q4 | $218K | Buy |
2,959
+480
| +19% | +$35.4K | 0.06% | 222 |
|
|
2020
Q3 | $196K | Buy |
+2,479
| New | +$196K | 0.07% | 194 |
|