SIA
Schechter Investment Advisors’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $314K | Sell |
2,738
-1,560
| -36% | -$179K | 0.03% | 465 |
|
|
2024
Q4 | $586K | Sell |
4,298
-1,160
| -21% | -$158K | 0.04% | 354 |
|
|
2024
Q3 | $1.02M | Buy |
5,458
+2,000
| +58% | +$375K | 0.08% | 249 |
|
|
2024
Q2 | $518K | Buy |
3,458
+840
| +32% | +$126K | 0.04% | 365 |
|
|
2024
Q1 | $450K | Buy |
2,618
+209
| +9% | +$35.9K | 0.03% | 402 |
|
|
2023
Q4 | $359K | Buy |
2,409
+32
| +1% | +$4.77K | 0.03% | 420 |
|
|
2023
Q3 | $267K | Buy |
2,377
+21
| +0.9% | +$2.36K | 0.03% | 476 |
|
|
2023
Q2 | $295K | Buy |
2,356
+183
| +8% | +$22.9K | 0.03% | 489 |
|
|
2023
Q1 | $228K | Buy |
+2,173
| New | +$228K | 0.02% | 584 |
|
|
2022
Q1 | – | Sell |
-4,071
| Closed | -$473K | – | 948 |
|
|
2021
Q4 | $473K | Buy |
+4,071
| New | +$473K | 0.04% | 520 |
|