Omnia Family Wealth’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 | $698K | Sell |
6,310
-107
| -2% | -$11.8K | 0.25% | 35 |
|
|
2025
Q1 | $737K | Sell |
6,417
-89
| -1% | -$10.2K | 0.31% | 33 |
|
|
2024
Q4 | $859K | Sell |
6,506
-17
| -0.3% | -$2.24K | 0.36% | 29 |
|
|
2024
Q3 | $1.18M | Sell |
6,523
-12
| -0.2% | -$2.18K | 0.51% | 26 |
|
|
2024
Q2 | $948K | Buy |
6,535
+29
| +0.4% | +$4.21K | 0.4% | 30 |
|
|
2024
Q1 | $1.08M | Sell |
6,506
-80
| -1% | -$13.3K | 0.51% | 28 |
|
|
2023
Q4 | $950K | Sell |
6,586
-8,771
| -57% | -$1.27M | 0.49% | 26 |
|
|
2023
Q3 | $1.67M | Sell |
15,357
-35
| -0.2% | -$3.8K | 1.03% | 18 |
|
|
2023
Q2 | $1.87M | Hold |
15,392
| – | – | 1.27% | 16 |
|
|
2023
Q1 | $1.57M | Hold |
15,392
| – | – | 1.2% | 15 |
|
|
2022
Q4 | $1.35M | Sell |
15,392
-1,162
| -7% | -$102K | 1.09% | 15 |
|
|
2022
Q3 | $1.2M | Buy |
16,554
+26
| +0.2% | +$1.88K | 0.98% | 14 |
|
|
2022
Q2 | $1.13M | Hold |
16,528
| – | – | 0.83% | 18 |
|
|
2022
Q1 | $1.3M | Buy |
16,528
+6,198
| +60% | +$487K | 0.86% | 17 |
|
|
2021
Q4 | $1.16M | Sell |
10,330
-1,369
| -12% | -$154K | 0.71% | 21 |
|
|
2021
Q3 | $1.06M | Hold |
11,699
| – | – | 0.73% | 25 |
|
|
2021
Q2 | $1.13M | Hold |
11,699
| – | – | 0.72% | 21 |
|
|
2021
Q1 | $1.15M | Hold |
11,699
| – | – | 0.85% | 19 |
|
|
2020
Q4 | $863K | Hold |
11,699
| – | – | 0.79% | 22 |
|
|
2020
Q3 | $925K | Hold |
11,699
| – | – | 0.88% | 19 |
|
|
2020
Q2 | $698K | Hold |
11,699
| – | – | 0.68% | 25 |
|
|
2020
Q1 | $433K | Hold |
11,699
| – | – | 0.45% | 39 |
|
|
2019
Q4 | $632K | Hold |
11,699
| – | – | 0.29% | 47 |
|
|
2019
Q3 | $633K | Hold |
11,699
| – | – | 0.46% | 37 |
|
|
2019
Q2 | $549K | Hold |
11,699
| – | – | 0.28% | 43 |
|
|
2019
Q1 | $556K | Hold |
11,699
| – | – | 0.27% | 41 |
|
|
2018
Q4 | $443K | Hold |
11,699
| – | – | 0.24% | 49 |
|
|
2018
Q3 | $529K | Hold |
11,699
| – | – | 0.24% | 45 |
|
|
2018
Q2 | $595K | Sell |
11,699
-2,556
| -18% | -$130K | 0.28% | 39 |
|
|
2018
Q1 | $813K | Hold |
14,255
| – | – | 0.37% | 30 |
|
|
2017
Q4 | $873K | Sell |
14,255
-292
| -2% | -$17.9K | 0.4% | 27 |
|
|
2017
Q3 | $731K | Hold |
14,547
| – | – | 0.35% | 30 |
|
|
2017
Q2 | $738K | Hold |
14,547
| – | – | 0.35% | 28 |
|
|
2017
Q1 | $709K | Sell |
14,547
-473
| -3% | -$23.1K | 0.34% | 30 |
|
|
2016
Q4 | $614K | Buy |
+15,020
| New | +$614K | 0.3% | 34 |
|