Sequoia 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $914K | Buy |
8,267
+907
| +12% | +$100K | 0.01% | 712 |
|
2025
Q1 | $845K | Buy |
7,360
+1,313
| +22% | +$151K | 0.01% | 675 |
|
2024
Q4 | $798K | Buy |
6,047
+996
| +20% | +$131K | 0.01% | 653 |
|
2024
Q3 | $917K | Buy |
5,051
+471
| +10% | +$85.5K | 0.01% | 568 |
|
2024
Q2 | $665K | Buy |
4,580
+56
| +1% | +$8.13K | 0.01% | 595 |
|
2024
Q1 | $753K | Sell |
4,524
-1,597
| -26% | -$266K | 0.01% | 557 |
|
2023
Q4 | $883K | Buy |
6,121
+2,478
| +68% | +$358K | 0.01% | 563 |
|
2023
Q3 | $396K | Buy |
3,643
+56
| +2% | +$6.09K | 0.01% | 584 |
|
2023
Q2 | $435K | Buy |
3,587
+9
| +0.3% | +$1.09K | 0.01% | 565 |
|
2023
Q1 | $364K | Buy |
3,578
+201
| +6% | +$20.5K | 0.01% | 556 |
|
2022
Q4 | $296K | Buy |
+3,377
| New | +$296K | 0.01% | 588 |
|
2022
Q2 | – | Sell |
-2,729
| Closed | -$214K | – | 643 |
|
2022
Q1 | $214K | Sell |
2,729
-281
| -9% | -$22K | 0.01% | 605 |
|
2021
Q4 | $338K | Buy |
+3,010
| New | +$338K | 0.01% | 412 |
|
2021
Q3 | – | Sell |
-2,730
| Closed | -$263K | – | 361 |
|
2021
Q2 | $263K | Buy |
+2,730
| New | +$263K | 0.01% | 403 |
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$221K | – | 455 |
|
2020
Q4 | $221K | Buy |
+3,000
| New | +$221K | 0.01% | 376 |
|