RFG Advisory’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 | $461K | Sell |
4,168
-252
| -6% | -$27.9K | 0.01% | 659 |
|
|
2025
Q1 | $507K | Sell |
4,420
-358
| -7% | -$41.1K | 0.01% | 561 |
|
|
2024
Q4 | $631K | Buy |
4,778
+146
| +3% | +$19.3K | 0.02% | 461 |
|
|
2024
Q3 | $841K | Buy |
4,632
+635
| +16% | +$115K | 0.03% | 396 |
|
|
2024
Q2 | $580K | Sell |
3,997
-9
| -0.2% | -$1.31K | 0.02% | 457 |
|
|
2024
Q1 | $667K | Buy |
4,006
+32
| +0.8% | +$5.33K | 0.02% | 440 |
|
|
2023
Q4 | $573K | Buy |
3,974
+82
| +2% | +$11.8K | 0.02% | 421 |
|
|
2023
Q3 | $423K | Buy |
3,892
+504
| +15% | +$54.8K | 0.02% | 434 |
|
|
2023
Q2 | $411K | Buy |
3,388
+9
| +0.3% | +$1.09K | 0.02% | 464 |
|
|
2023
Q1 | $344K | Sell |
3,379
-593
| -15% | -$60.3K | 0.02% | 484 |
|
|
2022
Q4 | $403K | Buy |
3,972
+615
| +18% | +$62.4K | 0.02% | 455 |
|
|
2022
Q3 | $253K | Sell |
3,357
-37
| -1% | -$2.79K | 0.01% | 528 |
|
|
2022
Q2 | $278K | Buy |
3,394
+28
| +0.8% | +$2.29K | 0.02% | 477 |
|
|
2022
Q1 | $264K | Sell |
3,366
-349
| -9% | -$27.4K | 0.02% | 439 |
|
|
2021
Q4 | $418K | Buy |
3,715
+368
| +11% | +$41.4K | 0.03% | 330 |
|
|
2021
Q3 | $303K | Sell |
3,347
-405
| -11% | -$36.7K | 0.02% | 349 |
|
|
2021
Q2 | $361K | Sell |
3,752
-40
| -1% | -$3.85K | 0.03% | 321 |
|
|
2021
Q1 | $372K | Sell |
3,792
-51
| -1% | -$5K | 0.04% | 299 |
|
|
2020
Q4 | $273K | Buy |
3,843
+417
| +12% | +$29.6K | 0.04% | 351 |
|
|
2020
Q3 | $271K | Sell |
3,426
-1,244
| -27% | -$98.4K | 0.04% | 334 |
|
|
2020
Q2 | $279K | Buy |
+4,670
| New | +$279K | 0.04% | 310 |
|
|
2020
Q1 | – | Sell |
-5,026
| Closed | -$271K | – | 385 |
|
|
2019
Q4 | $271K | Buy |
5,026
+143
| +3% | +$7.71K | 0.05% | 307 |
|
|
2019
Q3 | $264K | Buy |
4,883
+149
| +3% | +$8.06K | 0.05% | 261 |
|
|
2019
Q2 | $222K | Buy |
4,734
+3
| +0.1% | +$141 | 0.05% | 277 |
|
|
2019
Q1 | $225K | Sell |
4,731
-13,119
| -73% | -$624K | 0.06% | 238 |
|
|
2018
Q4 | $676K | Buy |
17,850
+8,126
| +84% | +$308K | 0.17% | 100 |
|
|
2018
Q3 | $439K | Buy |
9,724
+620
| +7% | +$28K | 0.12% | 176 |
|
|
2018
Q2 | $463K | Buy |
+9,104
| New | +$463K | 0.14% | 115 |
|
|
2015
Q3 | – | Sell |
-6,093
| Closed | -$296K | – | 109 |
|
|
2015
Q2 | $296K | Buy |
+6,093
| New | +$296K | 0.13% | 119 |
|