JFS Wealth Advisors’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 | $12.5K | Hold |
113
| – | – | ﹤0.01% | 795 |
|
2025
Q1 | $13K | Sell |
113
-7
| -6% | -$804 | ﹤0.01% | 790 |
|
2024
Q4 | $15.8K | Hold |
120
| – | – | ﹤0.01% | 705 |
|
2024
Q3 | $21.7K | Buy |
120
+3
| +3% | +$544 | ﹤0.01% | 622 |
|
2024
Q2 | $16.9K | Hold |
117
| – | – | ﹤0.01% | 640 |
|
2024
Q1 | $19.4K | Hold |
117
| – | – | ﹤0.01% | 633 |
|
2023
Q4 | $16.8K | Sell |
117
-1
| -0.8% | -$144 | ﹤0.01% | 627 |
|
2023
Q3 | $12.8K | Hold |
118
| – | – | ﹤0.01% | 645 |
|
2023
Q2 | $14.3K | Hold |
118
| – | – | ﹤0.01% | 615 |
|
2023
Q1 | $12K | Sell |
118
-3
| -2% | -$305 | ﹤0.01% | 654 |
|
2022
Q4 | $10.6K | Sell |
121
-3
| -2% | -$263 | ﹤0.01% | 685 |
|
2022
Q3 | $9K | Sell |
124
-21
| -14% | -$1.52K | ﹤0.01% | 771 |
|
2022
Q2 | $10K | Buy |
145
+92
| +174% | +$6.35K | ﹤0.01% | 765 |
|
2022
Q1 | $4K | Buy |
53
+18
| +51% | +$1.36K | ﹤0.01% | 1150 |
|
2021
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 866 |
|
2016
Q2 | – | Sell |
-41
| Closed | -$2K | – | 570 |
|
2016
Q1 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 522 |
|