Trek Financial’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,376
| Closed | -$345K | – | 424 |
|
|
2024
Q2 | $345K | Buy |
2,376
+499
| +27% | +$72.4K | 0.03% | 285 |
|
|
2024
Q1 | $312K | Sell |
1,877
-2,153
| -53% | -$358K | 0.02% | 296 |
|
|
2023
Q4 | $581K | Sell |
4,030
-1,967
| -33% | -$284K | 0.05% | 169 |
|
|
2023
Q3 | $651K | Buy |
+5,997
| New | +$651K | 0.06% | 153 |
|
|
2021
Q3 | – | Sell |
-2,502
| Closed | -$241K | – | 237 |
|
|
2021
Q2 | $241K | Buy |
+2,502
| New | +$241K | 0.03% | 180 |
|