Prestige Wealth Management Group’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
$5.31K Sell
48
-2
-4% -$221 ﹤0.01% 550
2025
Q1
$5.74K Buy
50
+21
+72% +$2.41K ﹤0.01% 536
2024
Q4
$3.82K Hold
29
﹤0.01% 662
2024
Q3
$5.25K Hold
29
﹤0.01% 603
2024
Q2
$4.2K Hold
29
﹤0.01% 582
2024
Q1
$4.82K Hold
29
﹤0.01% 579
2023
Q4
$4.17K Sell
29
-2,212
-99% -$318K ﹤0.01% 621
2023
Q3
$243K Buy
2,241
+87
+4% +$9.45K 0.06% 121
2023
Q2
$261K Buy
2,154
+2,125
+7,328% +$258K 0.06% 128
2023
Q1
$2.94K Buy
29
+3
+12% +$305 ﹤0.01% 675
2022
Q4
$2.26K Buy
26
+8
+44% +$696 ﹤0.01% 804
2022
Q3
$1K Hold
18
﹤0.01% 866
2022
Q2
$1K Sell
18
-4
-18% -$222 ﹤0.01% 879
2022
Q1
$2K Hold
22
﹤0.01% 779
2021
Q4
$2K Hold
22
﹤0.01% 802
2021
Q3
$2K Hold
22
﹤0.01% 800
2021
Q2
$2K Hold
22
﹤0.01% 801
2021
Q1
$2K Hold
22
﹤0.01% 791
2020
Q4
$2K Buy
22
+4
+22% +$364 ﹤0.01% 765
2020
Q3
$1K Hold
18
﹤0.01% 795
2020
Q2
$1K Hold
18
﹤0.01% 797
2020
Q1
$1K Buy
+18
New +$1K ﹤0.01% 783
2019
Q1
Sell
-18
Closed -$1K 852
2018
Q4
$1K Buy
+18
New +$1K ﹤0.01% 1058