Powell 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 | $596K | Hold |
5,392
| – | – | 0.22% | 67 |
|
|
2025
Q1 | $619K | Sell |
5,392
-178
| -3% | -$20.4K | 0.3% | 50 |
|
|
2024
Q4 | $735K | Hold |
5,570
| – | – | 0.34% | 46 |
|
|
2024
Q3 | $1.01M | Hold |
5,570
| – | – | 0.47% | 36 |
|
|
2024
Q2 | $808K | Hold |
5,570
| – | – | 0.42% | 39 |
|
|
2024
Q1 | $927K | Hold |
5,570
| – | – | 0.49% | 34 |
|
|
2023
Q4 | $804K | Hold |
5,570
| – | – | 0.44% | 37 |
|
|
2023
Q3 | $605K | Hold |
5,570
| – | – | 0.36% | 46 |
|
|
2023
Q2 | $676K | Sell |
5,570
-264
| -5% | -$32K | 0.39% | 43 |
|
|
2023
Q1 | $594K | Sell |
5,834
-656
| -10% | -$66.8K | 0.33% | 52 |
|
|
2022
Q4 | $569K | Hold |
6,490
| – | – | 0.33% | 52 |
|
|
2022
Q3 | $468K | Buy |
6,490
+2,226
| +52% | +$161K | 0.31% | 56 |
|
|
2022
Q2 | $291K | Buy |
+4,264
| New | +$291K | 0.18% | 81 |
|