Steward Partners Investment 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 | $1.07M | Sell |
9,717
-21,470
| -69% | -$2.37M | 0.01% | 962 |
|
|
2025
Q1 | $3.58M | Buy |
31,187
+20,444
| +190% | +$2.35M | 0.03% | 483 |
|
|
2024
Q4 | $1.42M | Buy |
10,743
+1,161
| +12% | +$153K | 0.01% | 744 |
|
|
2024
Q3 | $1.74M | Buy |
9,582
+3,366
| +54% | +$611K | 0.02% | 673 |
|
|
2024
Q2 | $902K | Sell |
6,216
-193
| -3% | -$28K | 0.01% | 844 |
|
|
2024
Q1 | $1.07M | Sell |
6,409
-2,589
| -29% | -$431K | 0.01% | 766 |
|
|
2023
Q4 | $1.3M | Buy |
8,998
+3,624
| +67% | +$523K | 0.02% | 642 |
|
|
2023
Q3 | $584K | Buy |
5,374
+305
| +6% | +$33.1K | 0.01% | 871 |
|
|
2023
Q2 | $615K | Buy |
5,069
+8
| +0.2% | +$970 | 0.01% | 864 |
|
|
2023
Q1 | $515K | Buy |
5,061
+266
| +6% | +$27.1K | 0.01% | 916 |
|
|
2022
Q4 | $420K | Sell |
4,795
-103
| -2% | -$9.02K | 0.01% | 971 |
|
|
2022
Q3 | $353K | Sell |
4,898
-2,202
| -31% | -$159K | 0.01% | 979 |
|
|
2022
Q2 | $485K | Sell |
7,100
-736
| -9% | -$50.3K | 0.01% | 863 |
|
|
2022
Q1 | $616K | Buy |
7,836
+2,308
| +42% | +$181K | 0.01% | 851 |
|
|
2021
Q4 | $622K | Buy |
5,528
+980
| +22% | +$110K | 0.01% | 870 |
|
|
2021
Q3 | $412K | Buy |
4,548
+815
| +22% | +$73.8K | 0.01% | 973 |
|
|
2021
Q2 | $359K | Sell |
3,733
-18
| -0.5% | -$1.73K | 0.01% | 1085 |
|
|
2021
Q1 | $368K | Buy |
3,751
+548
| +17% | +$53.7K | 0.01% | 1006 |
|
|
2020
Q4 | $236K | Sell |
3,203
-66
| -2% | -$4.86K | 0.01% | 1001 |
|
|
2020
Q3 | $259K | Buy |
3,269
+515
| +19% | +$40.8K | 0.01% | 854 |
|
|
2020
Q2 | $164K | Buy |
2,754
+2
| +0.1% | +$119 | ﹤0.01% | 945 |
|
|
2020
Q1 | $101K | Buy |
2,752
+636
| +30% | +$23.3K | ﹤0.01% | 988 |
|
|
2019
Q4 | $114K | Sell |
2,116
-65
| -3% | -$3.5K | ﹤0.01% | 1085 |
|
|
2019
Q3 | $117K | Buy |
2,181
+124
| +6% | +$6.65K | ﹤0.01% | 1028 |
|
|
2019
Q2 | $96K | Buy |
+2,057
| New | +$96K | ﹤0.01% | 1075 |
|
|
2018
Q4 | – | Sell |
-3,390
| Closed | -$153K | – | 1536 |
|
|
2018
Q3 | $153K | Buy |
3,390
+113
| +3% | +$5.1K | 0.01% | 795 |
|
|
2018
Q2 | $167K | Buy |
3,277
+987
| +43% | +$50.3K | 0.01% | 700 |
|
|
2018
Q1 | $130K | Sell |
2,290
-773
| -25% | -$43.9K | 0.01% | 708 |
|
|
2017
Q4 | $187K | Buy |
3,063
+1,682
| +122% | +$103K | 0.01% | 528 |
|
|
2017
Q3 | $69K | Buy |
1,381
+194
| +16% | +$9.69K | 0.01% | 617 |
|
|
2017
Q2 | $60K | Buy |
1,187
+368
| +45% | +$18.6K | 0.01% | 584 |
|
|
2017
Q1 | $39K | Buy |
819
+271
| +49% | +$12.9K | 0.01% | 609 |
|
|
2016
Q4 | $22K | Buy |
+548
| New | +$22K | 0.01% | 437 |
|