Kestra Private Wealth Services’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 | $253K | Sell |
2,286
-646
| -22% | -$71.5K | ﹤0.01% | 1379 |
|
|
2025
Q1 | $337K | Sell |
2,932
-414
| -12% | -$47.5K | 0.01% | 1140 |
|
|
2024
Q4 | $442K | Buy |
3,346
+195
| +6% | +$25.7K | 0.01% | 974 |
|
|
2024
Q3 | $572K | Sell |
3,151
-419
| -12% | -$76K | 0.01% | 823 |
|
|
2024
Q2 | $518K | Buy |
3,570
+433
| +14% | +$62.8K | 0.01% | 814 |
|
|
2024
Q1 | $522K | Buy |
3,137
+310
| +11% | +$51.6K | 0.01% | 780 |
|
|
2023
Q4 | $408K | Sell |
2,827
-164
| -5% | -$23.7K | 0.01% | 814 |
|
|
2023
Q3 | $325K | Buy |
2,991
+507
| +20% | +$55.1K | 0.01% | 831 |
|
|
2023
Q2 | $301K | Buy |
2,484
+39
| +2% | +$4.73K | 0.01% | 819 |
|
|
2023
Q1 | $249K | Buy |
2,445
+156
| +7% | +$15.9K | 0.01% | 842 |
|
|
2022
Q4 | $201K | Buy |
+2,289
| New | +$201K | 0.01% | 807 |
|
|
2022
Q1 | – | Sell |
-2,022
| Closed | -$227K | – | 1032 |
|
|
2021
Q4 | $227K | Sell |
2,022
-251
| -11% | -$28.2K | 0.01% | 860 |
|
|
2021
Q3 | $206K | Buy |
+2,273
| New | +$206K | 0.01% | 841 |
|
|
2021
Q2 | – | Sell |
-2,247
| Closed | -$220K | – | 906 |
|
|
2021
Q1 | $220K | Buy |
+2,247
| New | +$220K | 0.02% | 708 |
|