OneDigital 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 | $851K | Sell |
7,697
-1,015
| -12% | -$112K | 0.01% | 690 |
|
|
2025
Q1 | $1,000K | Sell |
8,712
-310
| -3% | -$35.6K | 0.01% | 608 |
|
|
2024
Q4 | $1.19M | Buy |
9,022
+63
| +0.7% | +$8.32K | 0.01% | 574 |
|
|
2024
Q3 | $1.63M | Buy |
8,959
+4,507
| +101% | +$818K | 0.02% | 503 |
|
|
2024
Q2 | $646K | Buy |
4,452
+2,307
| +108% | +$335K | 0.01% | 790 |
|
|
2024
Q1 | $357K | Buy |
2,145
+93
| +5% | +$15.5K | 0.01% | 852 |
|
|
2023
Q4 | $296K | Buy |
+2,052
| New | +$296K | 0.01% | 912 |
|
|
2019
Q3 | – | Sell |
-324
| Closed | -$15K | – | 853 |
|
|
2019
Q2 | $15K | Sell |
324
-21
| -6% | -$972 | ﹤0.01% | 854 |
|
|
2019
Q1 | $16K | Buy |
345
+9
| +3% | +$417 | ﹤0.01% | 790 |
|
|
2018
Q4 | $13K | Sell |
336
-8
| -2% | -$310 | ﹤0.01% | 799 |
|
|
2018
Q3 | $16K | Buy |
344
+8
| +2% | +$372 | ﹤0.01% | 727 |
|
|
2018
Q2 | $17K | Sell |
336
-6
| -2% | -$304 | ﹤0.01% | 871 |
|
|
2018
Q1 | $20K | Buy |
342
+15
| +5% | +$877 | ﹤0.01% | 820 |
|
|
2017
Q4 | $20K | Sell |
327
-18
| -5% | -$1.1K | ﹤0.01% | 807 |
|
|
2017
Q3 | $17K | Hold |
345
| – | – | 0.01% | 697 |
|
|
2017
Q2 | $17K | Buy |
+345
| New | +$17K | 0.01% | 801 |
|