SWA
SOA Wealth Advisors’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117 | Hold |
1
| – | – | ﹤0.01% | 832 |
|
|
2025
Q1 | $121 | Hold |
1
| – | – | ﹤0.01% | 841 |
|
|
2024
Q4 | $143 | Hold |
1
| – | – | ﹤0.01% | 834 |
|
|
2024
Q3 | $196 | Hold |
1
| – | – | ﹤0.01% | 795 |
|
|
2024
Q2 | $156 | Sell |
1
-1
| -50% | -$156 | ﹤0.01% | 809 |
|
|
2024
Q1 | $351 | Hold |
2
| – | – | ﹤0.01% | 827 |
|
|
2023
Q4 | $303 | Hold |
2
| – | – | ﹤0.01% | 827 |
|
|
2023
Q3 | $228 | Hold |
2
| – | – | ﹤0.01% | 870 |
|
|
2023
Q2 | $254 | Hold |
2
| – | – | ﹤0.01% | 867 |
|
|
2023
Q1 | $213 | Hold |
2
| – | – | ﹤0.01% | 901 |
|
|
2022
Q4 | $183 | Hold |
2
| – | – | ﹤0.01% | 910 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 917 |
|
|
2022
Q2 | $0 | Sell |
2
-18
| -90% | – | ﹤0.01% | 936 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 856 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 780 |
|
|
2021
Q3 | $1K | Buy |
20
+1
| +5% | +$50 | ﹤0.01% | 849 |
|
|
2021
Q2 | $1K | Buy |
19
+11
| +138% | +$579 | ﹤0.01% | 829 |
|
|
2021
Q1 | $0 | Buy |
8
+3
| +60% | – | ﹤0.01% | 876 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 848 |
|