Independent Advisor Alliance’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
14,866
+2,735
| +23% | +$303K | 0.05% | 319 |
|
|
2025
Q1 | $1.39M | Buy |
12,131
+818
| +7% | +$93.9K | 0.05% | 313 |
|
|
2024
Q4 | $1.49M | Buy |
+11,313
| New | +$1.49M | 0.02% | 604 |
|
|
2024
Q3 | – | Sell |
-1,488
| Closed | -$216K | – | 741 |
|
|
2024
Q2 | $216K | Buy |
1,488
+143
| +11% | +$20.7K | 0.01% | 656 |
|
|
2024
Q1 | $224K | Buy |
+1,345
| New | +$224K | 0.01% | 639 |
|
|
2022
Q3 | – | Sell |
-3,178
| Closed | -$217K | – | 645 |
|
|
2022
Q2 | $217K | Sell |
3,178
-30,349
| -91% | -$2.07M | 0.01% | 557 |
|
|
2022
Q1 | $2.64M | Buy |
33,527
+31,152
| +1,312% | +$2.45M | 0.13% | 144 |
|
|
2021
Q4 | $267K | Sell |
2,375
-2,223
| -48% | -$250K | 0.01% | 551 |
|
|
2021
Q3 | $417K | Buy |
4,598
+797
| +21% | +$72.3K | 0.02% | 414 |
|
|
2021
Q2 | $366K | Buy |
3,801
+10
| +0.3% | +$963 | 0.02% | 464 |
|
|
2021
Q1 | $372K | Buy |
+3,791
| New | +$372K | 0.02% | 435 |
|
|
2020
Q4 | – | Sell |
-2,602
| Closed | -$206K | – | 552 |
|
|
2020
Q3 | $206K | Buy |
+2,602
| New | +$206K | 0.02% | 449 |
|