Heritage Oak Wealth 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
2024
Q4
Sell
-2,401
Closed -$436K 136
2024
Q3
$436K Buy
+2,401
New +$436K 0.2% 74