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Golden State Wealth Management’s Lennar Class A LEN Stock Holding History

Golden State Wealth Management’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1K Sell
185
-150
-45% -$16.2K ﹤0.01% 968
2025
Q4 		$34.4K Sell
335
-200
-37% -$24.2K ﹤0.01% 781
2025
Q3 		$67.4K Hold
535
– – 0.01% 596
2025
Q2 		$59.2K Sell
535
-650
-55% -$70.4K 0.01% 612
2025
Q1 		$136K Buy
1,185
+64
+6% +$7.99K 0.02% 387
2024
Q4 		$148K Buy
+1,121
New +$182K 0.02% 366
2022
Q1 		– Sell
-2,326
Closed -$262K – 335
2021
Q4 		$262K Sell
2,326
-133
-5% -$13.6K 0.05% 313
2021
Q3 		$223K Sell
2,459
-232
-9% -$23K 0.05% 273
2021
Q2 		$259K Sell
2,691
-620
-19% -$59.9K 0.06% 246
2021
Q1 		$324K Buy
3,311
+352
+12% +$29.6K 0.11% 137
2020
Q4 		$218K Buy
2,959
+480
+19% +$36K 0.06% 222
2020
Q3 		$196K Buy
+2,479
New +$176K 0.07% 194

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VPM
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