Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $220K | Buy |
2,021
+28
| +1% | +$3.04K | 0.11% | 100 |
|
|
2023
Q2 | $242K | Sell |
1,993
-1,033
| -34% | -$125K | 0.12% | 91 |
|
|
2023
Q1 | $308K | Sell |
3,026
-3,683
| -55% | -$375K | 0.16% | 81 |
|
|
2022
Q4 | $588K | Buy |
6,709
+2,961
| +79% | +$259K | 0.22% | 71 |
|
|
2022
Q3 | $270K | Hold |
3,748
| – | – | 0.11% | 139 |
|
|
2022
Q2 | $256K | Sell |
3,748
-1,038
| -22% | -$70.9K | 0.1% | 139 |
|
|
2022
Q1 | $376K | Buy |
4,786
+1,034
| +28% | +$81.2K | 0.13% | 112 |
|
|
2021
Q4 | $422K | Sell |
3,752
-5,371
| -59% | -$604K | 0.14% | 103 |
|
|
2021
Q3 | $827K | Buy |
9,123
+1,760
| +24% | +$160K | 0.31% | 57 |
|
|
2021
Q2 | $708K | Buy |
7,363
+3,615
| +96% | +$348K | 0.26% | 69 |
|
|
2021
Q1 | $367K | Sell |
3,748
-5,285
| -59% | -$518K | 0.14% | 112 |
|
|
2020
Q4 | $667K | Buy |
9,033
+5,299
| +142% | +$391K | 0.28% | 60 |
|
|
2020
Q3 | $295K | Hold |
3,734
| – | – | 0.14% | 111 |
|
|
2020
Q2 | $223K | Sell |
3,734
-5,304
| -59% | -$316K | 0.12% | 129 |
|
|
2020
Q1 | $334K | Sell |
9,038
-6,177
| -41% | -$228K | 0.21% | 82 |
|
|
2019
Q4 | $822K | Hold |
15,215
| – | – | 0.42% | 48 |
|
|
2019
Q3 | $823K | Buy |
15,215
+3,957
| +35% | +$214K | 0.46% | 45 |
|
|
2019
Q2 | $528K | Hold |
11,258
| – | – | 0.3% | 54 |
|
|
2019
Q1 | $535K | Sell |
11,258
-2,923
| -21% | -$139K | 0.31% | 53 |
|
|
2018
Q4 | $537K | Sell |
14,181
-17
| -0.1% | -$644 | 0.35% | 50 |
|
|
2018
Q3 | $642K | Buy |
14,198
+3,945
| +38% | +$178K | 0.42% | 37 |
|
|
2018
Q2 | $521K | Hold |
10,253
| – | – | 0.36% | 45 |
|
|
2018
Q1 | $585K | Hold |
10,253
| – | – | 0.42% | 41 |
|
|
2017
Q4 | $628K | Sell |
10,253
-4,295
| -30% | -$263K | 0.46% | 37 |
|
|
2017
Q3 | $731K | Sell |
14,548
-1,167
| -7% | -$58.7K | 0.56% | 28 |
|
|
2017
Q2 | $798K | Hold |
15,715
| – | – | 0.63% | 23 |
|
|
2017
Q1 | $766K | Sell |
15,715
-22
| -0.1% | -$1.07K | 0.64% | 24 |
|
|
2016
Q4 | $643K | Sell |
15,737
-6
| -0% | -$245 | 0.58% | 27 |
|
|
2016
Q3 | $634K | Buy |
15,743
+4,558
| +41% | +$184K | 0.58% | 27 |
|
|
2016
Q2 | $491K | Sell |
11,185
-1,085
| -9% | -$47.6K | 0.46% | 39 |
|
|
2016
Q1 | $565K | Buy |
+12,270
| New | +$565K | 0.54% | 29 |
|