Institute for Wealth Management’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 | $1.04M | Sell |
9,436
-200
| -2% | -$22.1K | 0.12% | 184 |
|
|
2025
Q1 | $1.11M | Buy |
9,636
+688
| +8% | +$79K | 0.14% | 166 |
|
|
2024
Q4 | $1.18M | Sell |
8,948
-26
| -0.3% | -$3.43K | 0.15% | 146 |
|
|
2024
Q3 | $1.63M | Sell |
8,974
-23
| -0.3% | -$4.17K | 0.21% | 111 |
|
|
2024
Q2 | $1.31M | Hold |
8,997
| – | – | 0.18% | 122 |
|
|
2024
Q1 | $1.5M | Sell |
8,997
-45
| -0.5% | -$7.49K | 0.19% | 113 |
|
|
2023
Q4 | $1.3M | Sell |
9,042
-75
| -0.8% | -$10.8K | 0.21% | 120 |
|
|
2023
Q3 | $991K | Sell |
9,117
-32
| -0.3% | -$3.48K | 0.18% | 138 |
|
|
2023
Q2 | $1.11M | Hold |
9,149
| – | – | 0.19% | 124 |
|
|
2023
Q1 | $931K | Sell |
9,149
-11
| -0.1% | -$1.12K | 0.18% | 145 |
|
|
2022
Q4 | $802K | Sell |
9,160
-62
| -0.7% | -$5.43K | 0.17% | 162 |
|
|
2022
Q3 | $665K | Hold |
9,222
| – | – | 0.15% | 183 |
|
|
2022
Q2 | $630K | Sell |
9,222
-72
| -0.8% | -$4.92K | 0.12% | 207 |
|
|
2022
Q1 | $730K | Sell |
9,294
-52
| -0.6% | -$4.08K | 0.12% | 212 |
|
|
2021
Q4 | $1.05M | Hold |
9,346
| – | – | 0.17% | 147 |
|
|
2021
Q3 | $847K | Hold |
9,346
| – | – | 0.15% | 175 |
|
|
2021
Q2 | $899K | Hold |
9,346
| – | – | 0.16% | 169 |
|
|
2021
Q1 | $916K | Sell |
9,346
-26
| -0.3% | -$2.55K | 0.17% | 156 |
|
|
2020
Q4 | $692K | Sell |
9,372
-231
| -2% | -$17.1K | 0.14% | 190 |
|
|
2020
Q3 | $759K | Buy |
9,603
+62
| +0.6% | +$4.9K | 0.17% | 150 |
|
|
2020
Q2 | $569K | Sell |
9,541
-118
| -1% | -$7.04K | 0.14% | 204 |
|
|
2020
Q1 | $357K | Hold |
9,659
| – | – | 0.11% | 241 |
|
|
2019
Q4 | $522K | Hold |
9,659
| – | – | 0.12% | 241 |
|
|
2019
Q3 | $522K | Hold |
9,659
| – | – | 0.13% | 227 |
|
|
2019
Q2 | $453K | Hold |
9,659
| – | – | 0.1% | 274 |
|
|
2019
Q1 | $459K | Buy |
+9,659
| New | +$459K | 0.1% | 257 |
|
|
2018
Q4 | – | Sell |
-11,837
| Closed | -$552K | – | 305 |
|
|
2018
Q3 | $552K | Hold |
11,837
| – | – | 0.19% | 153 |
|
|
2018
Q2 | $604K | Buy |
11,837
+666
| +6% | +$34K | 0.19% | 149 |
|
|
2018
Q1 | $571K | Buy |
11,171
+3,828
| +52% | +$196K | 0.17% | 178 |
|
|
2017
Q4 | $449K | Buy |
+7,343
| New | +$449K | 0.1% | 242 |
|
|
2017
Q3 | – | Sell |
-7,674
| Closed | -$390K | – | 322 |
|
|
2017
Q2 | $390K | Buy |
+7,674
| New | +$390K | 0.11% | 267 |
|