IFP Advisors’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.34K | Buy |
89
+35
| +65% | +$3.67K | ﹤0.01% | 2958 |
|
|
2025
Q1 | $5.86K | Buy |
54
+2
| +4% | +$217 | ﹤0.01% | 2775 |
|
|
2024
Q4 | $6.43K | Buy |
52
+15
| +41% | +$1.86K | ﹤0.01% | 2701 |
|
|
2024
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 2607 |
|
|
2024
Q2 | $4.84K | Buy |
37
+33
| +825% | +$4.32K | ﹤0.01% | 2568 |
|
|
2024
Q1 | $617 | Buy |
4
+3
| +300% | +$463 | ﹤0.01% | 2948 |
|
|
2023
Q4 | $134 | Buy |
+1
| New | +$134 | ﹤0.01% | 2959 |
|
|
2023
Q1 | – | Sell |
-318
| Closed | -$19K | – | 3986 |
|
|
2022
Q4 | $19K | Buy |
318
+84
| +36% | +$5.02K | ﹤0.01% | 2927 |
|
|
2022
Q3 | $17K | Buy |
234
+77
| +49% | +$5.59K | ﹤0.01% | 3237 |
|
|
2022
Q2 | $13K | Hold |
157
| – | – | ﹤0.01% | 3200 |
|
|
2022
Q1 | $13K | Buy |
+157
| New | +$13K | ﹤0.01% | 3200 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4031 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3784 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3697 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3555 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3432 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3281 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3238 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 3276 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3387 |
|
|
2019
Q1 | – | Sell |
-321
| Closed | -$10K | – | 2922 |
|
|
2018
Q4 | $10K | Sell |
321
-65
| -17% | -$2.03K | ﹤0.01% | 2469 |
|
|
2018
Q3 | $14K | Hold |
386
| – | – | ﹤0.01% | 2626 |
|
|
2018
Q2 | $16K | Buy |
386
+368
| +2,044% | +$15.3K | ﹤0.01% | 2569 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 3643 |
|
|
2017
Q4 | $1K | Sell |
18
-272
| -94% | -$15.1K | ﹤0.01% | 3643 |
|
|
2017
Q3 | $12K | Hold |
290
| – | – | ﹤0.01% | 2888 |
|
|
2017
Q2 | $12K | Hold |
290
| – | – | ﹤0.01% | 2875 |
|
|
2017
Q1 | $11K | Hold |
290
| – | – | ﹤0.01% | 2826 |
|
|
2016
Q4 | $9K | Hold |
290
| – | – | ﹤0.01% | 2945 |
|
|
2016
Q3 | $9K | Hold |
290
| – | – | ﹤0.01% | 2882 |
|
|
2016
Q2 | $10K | Buy |
+290
| New | +$10K | ﹤0.01% | 2734 |
|
|
2016
Q1 | – | Sell |
-290
| Closed | -$11K | – | 2943 |
|
|
2015
Q4 | $11K | Buy |
+290
| New | +$11K | ﹤0.01% | 2513 |
|