Personal CFO Solutions’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
$785K Sell
7,098
-256
-3% -$28.3K 0.15% 153
2025
Q1
$844K Sell
7,354
-1,000
-12% -$115K 0.17% 128
2024
Q4
$1.1M Sell
8,354
-582
-7% -$76.8K 0.22% 97
2024
Q3
$1.62M Buy
8,936
+75
+0.8% +$13.6K 0.23% 83
2024
Q2
$1.29M Buy
8,861
+95
+1% +$13.8K 0.2% 95
2024
Q1
$1.46M Buy
8,766
+277
+3% +$46.1K 0.23% 85
2023
Q4
$1.22M Sell
8,489
-1,313
-13% -$189K 0.21% 91
2023
Q3
$1.06M Buy
9,802
+358
+4% +$38.9K 0.21% 93
2023
Q2
$1.15M Buy
9,444
+140
+2% +$17K 0.23% 86
2023
Q1
$947K Sell
9,304
-556
-6% -$56.6K 0.2% 95
2022
Q4
$864K Buy
9,860
+1,509
+18% +$132K 0.18% 104
2022
Q3
$603K Buy
8,351
+193
+2% +$13.9K 0.15% 133
2022
Q2
$557K Sell
8,158
-97
-1% -$6.62K 0.13% 137
2022
Q1
$649K Buy
8,255
+84
+1% +$6.6K 0.13% 152
2021
Q4
$919K Sell
8,171
-1,350
-14% -$152K 0.17% 120
2021
Q3
$863K Buy
9,521
+215
+2% +$19.5K 0.18% 120
2021
Q2
$895K Buy
9,306
+644
+7% +$61.9K 0.18% 115
2021
Q1
$849K Buy
8,662
+730
+9% +$71.6K 0.18% 104
2020
Q4
$585K Buy
7,932
+433
+6% +$31.9K 0.14% 130
2020
Q3
$1K Sell
7,499
-193
-3% -$26 0.33% 94
2020
Q2
$459K Buy
+7,692
New +$459K 0.14% 143