Plante Moran Financial Advisors’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-269
| Closed | -$27.3K | – | 839 |
|
|
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% | 490 |
|
|
2022
Q1 | $21K | Sell |
269
-104
| -28% | -$9.37K | ﹤0.01% | 489 |
|
|
2021
Q4 | $42K | Buy |
373
+104
| +39% | +$10.6K | 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% | -$11K | 0.01% | 488 |
|
|
2020
Q2 | $25K | Hold |
424
| – | – | 0.01% | 388 |
|
|
2020
Q1 | $16K | Hold |
424
| – | – | 0.01% | 423 |
|
|
2019
Q4 | $23K | Sell |
424
-151
| -26% | -$8.61K | 0.01% | 442 |
|
|
2019
Q3 | $31K | Hold |
575
| – | – | 0.01% | 412 |
|
|
2019
Q2 | $27K | Sell |
575
-314
| -35% | -$15.7K | 0.01% | 438 |
|
|
2019
Q1 | $42K | Sell |
889
-8
| -0.9% | -$362 | 0.01% | 370 |
|
|
2018
Q4 | $34K | Sell |
897
-7
| -0.8% | -$285 | 0.01% | 363 |
|
|
2018
Q3 | $41K | Buy |
904
+49
| +6% | +$2.47K | 0.01% | 340 |
|
|
2018
Q2 | $43K | Buy |
855
+147
| +21% | +$7.7K | 0.02% | 358 |
|
|
2018
Q1 | $40K | Sell |
708
-284
| -29% | -$17.1K | 0.02% | 389 |
|
|
2017
Q4 | $61K | Sell |
992
-17
| -2% | -$966 | 0.03% | 302 |
|
|
2017
Q3 | $51K | Sell |
1,009
-35
| -3% | -$1.75K | 0.03% | 303 |
|
|
2017
Q2 | $53K | Sell |
1,044
-28
| -3% | -$1.38K | 0.03% | 298 |
|
|
2017
Q1 | $52K | Buy |
1,072
+63
| +6% | +$2.86K | 0.03% | 309 |
|
|
2016
Q4 | $41K | Sell |
1,009
-12
| -1% | -$485 | 0.03% | 361 |
|
|
2016
Q3 | $41K | Buy |
1,021
+12
| +1% | +$532 | 0.03% | 365 |
|
|
2016
Q2 | $44K | Buy |
1,009
+578
| +134% | +$25.3K | 0.03% | 307 |
|
|
2016
Q1 | $20K | Hold |
431
| – | – | 0.02% | 385 |
|
|
2015
Q4 | $20K | Hold |
431
| – | – | 0.02% | 449 |
|
|
2015
Q3 | $20K | Hold |
431
| – | – | 0.02% | 382 |
|
|
2015
Q2 | $21K | Hold |
431
| – | – | 0.02% | 414 |
|
|
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% | -$16K | 0.01% | 320 |
|
|
2013
Q2 | $32K | Buy |
+924
| New | +$35.1K | 0.02% | 206 |
|
Other funds holding LEN
GA
