Heritage Wealth Advisors’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.5K | Hold |
282
| – | – | ﹤0.01% | 410 |
|
|
2025
Q4 | $29K | Sell |
282
-60
| -18% | -$7.25K | ﹤0.01% | 370 |
|
|
2025
Q3 | $43.1K | Hold |
342
| – | – | ﹤0.01% | 312 |
|
|
2025
Q2 | $37.8K | Hold |
342
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $39.3K | Sell |
342
-33
| -9% | -$4.12K | ﹤0.01% | 318 |
|
|
2024
Q4 | $49.5K | Sell |
375
-15
| -4% | -$2.44K | ﹤0.01% | 308 |
|
|
2024
Q3 | $70.9K | Buy |
390
+92
| +31% | +$15.4K | ﹤0.01% | 298 |
|
|
2024
Q2 | $43.2K | Hold |
298
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $49.5K | Hold |
298
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $42.9K | Hold |
298
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $32.3K | Hold |
298
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $36.1K | Sell |
298
-18
| -6% | -$1.96K | ﹤0.01% | 357 |
|
|
2023
Q1 | $32.2K | Sell |
316
-129
| -29% | -$12.5K | ﹤0.01% | 365 |
|
|
2022
Q4 | $39K | Buy |
+445
| New | +$36K | ﹤0.01% | 354 |
|
|
2021
Q1 | – | Sell |
-568
| Closed | -$42K | – | 585 |
|
|
2020
Q4 | $42K | Buy |
568
+206
| +57% | +$15.4K | ﹤0.01% | 342 |
|
|
2020
Q3 | $28.6K | Buy |
362
+104
| +40% | +$7.39K | ﹤0.01% | 319 |
|
|
2020
Q2 | $15.4K | Hold |
258
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $9.55K | Hold |
258
| – | – | ﹤0.01% | 375 |
|
|
2019
Q4 | $13.9K | Hold |
258
| – | – | ﹤0.01% | 404 |
|
|
2019
Q3 | $13K | Hold |
258
| – | – | ﹤0.01% | 378 |
|
|
2019
Q2 | $12.1K | Hold |
258
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $12.3K | Hold |
258
| – | – | ﹤0.01% | 351 |
|
|
2018
Q4 | $9K | Hold |
258
| – | – | ﹤0.01% | 316 |
|
|
2018
Q3 | $11K | Buy |
+258
| New | +$13K | ﹤0.01% | 299 |
|
Other funds holding LEN
VCM
GA
VPM
