Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $22K | Buy |
198
+93
| +89% | +$10.3K | ﹤0.01% | 553 |
|
|
2021
Q3 | $10K | Sell |
105
-207
| -66% | -$19.7K | ﹤0.01% | 662 |
|
|
2021
Q2 | $30K | Buy |
312
+1
| +0.3% | +$96 | ﹤0.01% | 462 |
|
|
2021
Q1 | $31K | Buy |
311
+104
| +50% | +$10.4K | ﹤0.01% | 446 |
|
|
2020
Q4 | $15K | Hold |
207
| – | – | ﹤0.01% | 549 |
|
|
2020
Q3 | $16K | Hold |
207
| – | – | ﹤0.01% | 482 |
|
|
2020
Q2 | $12K | Hold |
207
| – | – | ﹤0.01% | 537 |
|
|
2020
Q1 | $8K | Hold |
207
| – | – | ﹤0.01% | 591 |
|
|
2019
Q4 | $11K | Hold |
207
| – | – | ﹤0.01% | 609 |
|
|
2019
Q3 | $11K | Hold |
207
| – | – | ﹤0.01% | 618 |
|
|
2019
Q2 | $10K | Hold |
207
| – | – | ﹤0.01% | 672 |
|
|
2019
Q1 | $10K | Hold |
207
| – | – | ﹤0.01% | 685 |
|
|
2018
Q4 | $8K | Hold |
207
| – | – | ﹤0.01% | 687 |
|
|
2018
Q3 | $9K | Hold |
207
| – | – | ﹤0.01% | 729 |
|
|
2018
Q2 | $11K | Hold |
207
| – | – | ﹤0.01% | 644 |
|
|
2018
Q1 | $12K | Sell |
207
-461
| -69% | -$26.7K | ﹤0.01% | 607 |
|
|
2017
Q4 | $41K | Sell |
668
-12
| -2% | -$737 | 0.01% | 356 |
|
|
2017
Q3 | $34K | Hold |
680
| – | – | 0.01% | 368 |
|
|
2017
Q2 | $34K | Sell |
680
-84
| -11% | -$4.2K | 0.01% | 372 |
|
|
2017
Q1 | $37K | Sell |
764
-1,106
| -59% | -$53.6K | 0.01% | 348 |
|
|
2016
Q4 | $76K | Sell |
1,870
-161,024
| -99% | -$6.54M | 0.01% | 224 |
|
|
2016
Q3 | $6.57M | Buy |
162,894
+2,570
| +2% | +$104K | 1.16% | 47 |
|
|
2016
Q2 | $7.04M | Buy |
+160,324
| New | +$7.04M | 1.29% | 42 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1011 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1024 |
|