Mount Yale Investment 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 | $52.8K | Buy |
+477
| New | +$52.8K | ﹤0.01% | 805 |
|
|
2025
Q1 | – | Sell |
-2,862
| Closed | -$378K | – | 554 |
|
|
2024
Q4 | $378K | Sell |
2,862
-206
| -7% | -$27.2K | 0.03% | 391 |
|
|
2024
Q3 | $557K | Buy |
3,068
+20
| +0.7% | +$3.63K | 0.05% | 324 |
|
|
2024
Q2 | $442K | Buy |
+3,048
| New | +$442K | 0.04% | 365 |
|
|
2021
Q2 | – | Sell |
-2,713
| Closed | -$266K | – | 434 |
|
|
2021
Q1 | $266K | Sell |
2,713
-81
| -3% | -$7.94K | 0.03% | 340 |
|
|
2020
Q4 | $206K | Buy |
2,794
+1
| +0% | +$74 | 0.03% | 373 |
|
|
2020
Q3 | $221K | Buy |
+2,793
| New | +$221K | 0.03% | 312 |
|