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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Hold |
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|
2025
Q1 | $39.3K | Sell |
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|
2024
Q4 | $49.5K | Sell |
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|
2024
Q3 | $70.9K | Buy |
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|
2024
Q2 | $43.2K | Hold |
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|
2024
Q1 | $49.5K | Hold |
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|
2023
Q4 | $42.9K | Hold |
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|
2023
Q3 | $32.3K | Hold |
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|
2023
Q2 | $36.1K | Sell |
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|
2023
Q1 | $32.2K | Sell |
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|
2022
Q4 | $39K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | $28.6K | Buy |
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|
2020
Q2 | $15.4K | Hold |
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|
2020
Q1 | $9.55K | Hold |
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|
2019
Q4 | $13.9K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $12.1K | Hold |
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|
2019
Q1 | $12.3K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $11K | Buy |
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