Plante Moran Financial Advisors’s Lennar Class A LEN Stock Holding History

Plante Moran Financial Advisors’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-269	Closed	-$27.3K	–	863
2023 Q1	$27.3K	Hold	269	–	–	﹤0.01%	389
2022 Q4	$23.5K	Hold	269	–	–	﹤0.01%	432
2022 Q3	$19K	Hold	269	–	–	﹤0.01%	474
2022 Q2	$18K	Hold	269	–	–	﹤0.01%	488
2022 Q1	$21K	Sell	269 -104	-28%	-$8.12K	﹤0.01%	489
2021 Q4	$42K	Buy	373 +104	+39%	+$11.7K	0.01%	396
2021 Q3	$24K	Hold	269	–	–	0.01%	525
2021 Q2	$26K	Hold	269	–	–	0.01%	510
2021 Q1	$26K	Hold	269	–	–	0.01%	496
2020 Q4	$20K	Hold	269	–	–	0.01%	533
2020 Q3	$21K	Sell	269 -155	-37%	-$12.1K	0.01%	487
2020 Q2	$25K	Hold	424	–	–	0.01%	387
2020 Q1	$16K	Hold	424	–	–	0.01%	422
2019 Q4	$23K	Sell	424 -151	-26%	-$8.19K	0.01%	441
2019 Q3	$31K	Hold	575	–	–	0.01%	412
2019 Q2	$27K	Sell	575 -314	-35%	-$14.7K	0.01%	436
2019 Q1	$42K	Sell	889 -8	-0.9%	-$378	0.01%	368
2018 Q4	$34K	Sell	897 -7	-0.8%	-$265	0.01%	361
2018 Q3	$41K	Buy	904 +49	+6%	+$2.22K	0.01%	338
2018 Q2	$43K	Buy	855 +147	+21%	+$7.39K	0.02%	356
2018 Q1	$40K	Sell	708 -284	-29%	-$16K	0.02%	387
2017 Q4	$61K	Sell	992 -17	-2%	-$1.05K	0.03%	302
2017 Q3	$51K	Sell	1,009 -35	-3%	-$1.77K	0.03%	303
2017 Q2	$53K	Sell	1,044 -28	-3%	-$1.42K	0.03%	298
2017 Q1	$52K	Buy	1,072 +63	+6%	+$3.06K	0.03%	308
2016 Q4	$41K	Sell	1,009 -12	-1%	-$488	0.03%	360
2016 Q3	$41K	Buy	1,021 +12	+1%	+$482	0.03%	364
2016 Q2	$44K	Buy	1,009 +578	+134%	+$25.2K	0.03%	306
2016 Q1	$20K	Hold	431	–	–	0.02%	385
2015 Q4	$20K	Hold	431	–	–	0.02%	449
2015 Q3	$20K	Hold	431	–	–	0.02%	381
2015 Q2	$21K	Hold	431	–	–	0.02%	413
2015 Q1	$21K	Hold	431	–	–	0.01%	400
2014 Q4	$18K	Hold	431	–	–	0.01%	418
2014 Q3	$16K	Hold	431	–	–	0.01%	444
2014 Q2	$17K	Hold	431	–	–	0.02%	412
2014 Q1	$16K	Hold	431	–	–	0.02%	281
2013 Q4	$16K	Hold	431	–	–	0.01%	377
2013 Q3	$15K	Sell	431 -493	-53%	-$17.2K	0.01%	320
2013 Q2	$32K	Buy	+924	New	+$32K	0.02%	206