Lee Financial’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
Q1 | – | Sell |
-3,563
| Closed | -$470K | – | 164 |
|
|
2024
Q4 | $470K | Sell |
3,563
-43
| -1% | -$5.68K | 0.07% | 117 |
|
|
2024
Q3 | $654K | Buy |
+3,606
| New | +$654K | 0.09% | 103 |
|
|
2024
Q1 | – | Sell |
-60
| Closed | -$8.65K | – | 534 |
|
|
2023
Q4 | $8.65K | Buy |
60
+16
| +36% | +$2.31K | ﹤0.01% | 459 |
|
|
2023
Q3 | $4.83K | Hold |
44
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $5.39K | Hold |
44
| – | – | ﹤0.01% | 494 |
|
|
2023
Q1 | $4.52K | Sell |
44
-5,744
| -99% | -$590K | ﹤0.01% | 543 |
|
|
2022
Q4 | $507K | Buy |
5,788
+45
| +0.8% | +$3.94K | 0.09% | 95 |
|
|
2022
Q3 | $414K | Buy |
5,743
+3
| +0.1% | +$216 | 0.08% | 97 |
|
|
2022
Q2 | $392K | Sell |
5,740
-16
| -0.3% | -$1.09K | 0.07% | 101 |
|
|
2022
Q1 | $452K | Sell |
5,756
-41
| -0.7% | -$3.22K | 0.08% | 97 |
|
|
2021
Q4 | $652K | Sell |
5,797
-26
| -0.4% | -$2.92K | 0.12% | 86 |
|
|
2021
Q3 | $528K | Sell |
5,823
-13
| -0.2% | -$1.18K | 0.11% | 91 |
|
|
2021
Q2 | $561K | Buy |
5,836
+96
| +2% | +$9.23K | 0.12% | 87 |
|
|
2021
Q1 | $563K | Hold |
5,740
| – | – | 0.13% | 83 |
|
|
2020
Q4 | $424K | Hold |
5,740
| – | – | 0.11% | 89 |
|
|
2020
Q3 | $454K | Hold |
5,740
| – | – | 0.13% | 85 |
|
|
2020
Q2 | $342K | Hold |
5,740
| – | – | 0.09% | 92 |
|
|
2020
Q1 | $212K | Hold |
5,740
| – | – | 0.07% | 102 |
|
|
2019
Q4 | $310K | Hold |
5,740
| – | – | 0.07% | 105 |
|
|
2019
Q3 | $310K | Hold |
5,740
| – | – | 0.07% | 106 |
|
|
2019
Q2 | $269K | Hold |
5,740
| – | – | 0.06% | 114 |
|
|
2019
Q1 | $273K | Hold |
5,740
| – | – | 0.06% | 109 |
|
|
2018
Q4 | $218K | Hold |
5,740
| – | – | 0.06% | 110 |
|
|
2018
Q3 | $259K | Sell |
5,740
-260
| -4% | -$11.7K | 0.06% | 109 |
|
|
2018
Q2 | $305K | Hold |
6,000
| – | – | 0.07% | 117 |
|
|
2018
Q1 | $343K | Buy |
+6,000
| New | +$343K | 0.09% | 114 |
|