Patriot Financial Group Insurance Agency’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-224
| Closed | -$15K | – | 1265 |
|
|
2022
Q2 | $15K | Sell |
224
-66
| -23% | -$4.42K | ﹤0.01% | 1105 |
|
|
2022
Q1 | $23K | Sell |
290
-699
| -71% | -$55.4K | ﹤0.01% | 1034 |
|
|
2021
Q4 | $111K | Sell |
989
-260
| -21% | -$29.2K | 0.02% | 626 |
|
|
2021
Q3 | $113K | Buy |
1,249
+69
| +6% | +$6.24K | 0.02% | 609 |
|
|
2021
Q2 | $113K | Sell |
1,180
-206
| -15% | -$19.7K | 0.02% | 581 |
|
|
2021
Q1 | $136K | Sell |
1,386
-102
| -7% | -$10K | 0.03% | 479 |
|
|
2020
Q4 | $110K | Sell |
1,488
-515
| -26% | -$38.1K | 0.03% | 476 |
|
|
2020
Q3 | $158K | Buy |
2,003
+84
| +4% | +$6.63K | 0.05% | 309 |
|
|
2020
Q2 | $114K | Buy |
1,919
+54
| +3% | +$3.21K | 0.04% | 324 |
|
|
2020
Q1 | $69K | Buy |
1,865
+262
| +16% | +$9.69K | 0.03% | 389 |
|
|
2019
Q4 | $87K | Buy |
1,603
+1
| +0.1% | +$54 | 0.03% | 364 |
|
|
2019
Q3 | $87K | Buy |
1,602
+1
| +0.1% | +$54 | 0.04% | 334 |
|
|
2019
Q2 | $75K | Buy |
1,601
+1,136
| +244% | +$53.2K | 0.03% | 366 |
|
|
2019
Q1 | $22K | Buy |
+465
| New | +$22K | 0.01% | 533 |
|
|
2018
Q2 | – | Sell |
-75
| Closed | -$4K | – | 785 |
|
|
2018
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 775 |
|
|
2017
Q4 | $5K | Sell |
75
-2
| -3% | -$133 | ﹤0.01% | 724 |
|
|
2017
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 740 |
|
|
2017
Q2 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 723 |
|