Strategic Investment 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 | $830K | Sell |
7,531
-323
| -4% | -$35.6K | 0.08% | 108 |
|
|
2025
Q1 | $901K | Sell |
7,854
-310
| -4% | -$35.6K | 0.1% | 116 |
|
|
2024
Q4 | $1.08M | Buy |
8,164
+16
| +0.2% | +$2.11K | 0.11% | 105 |
|
|
2024
Q3 | $1.48M | Buy |
8,148
+237
| +3% | +$43K | 0.16% | 84 |
|
|
2024
Q2 | $1.15M | Buy |
7,911
+229
| +3% | +$33.2K | 0.14% | 97 |
|
|
2024
Q1 | $1.28M | Buy |
7,682
+176
| +2% | +$29.3K | 0.16% | 89 |
|
|
2023
Q4 | $1.08M | Sell |
7,506
-1
| -0% | -$144 | 0.16% | 89 |
|
|
2023
Q3 | $816K | Buy |
+7,507
| New | +$816K | 0.13% | 112 |
|
|
2021
Q1 | – | Sell |
-9,251
| Closed | -$683K | – | 201 |
|
|
2020
Q4 | $683K | Buy |
+9,251
| New | +$683K | 0.2% | 96 |
|