United Capital Financial 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 | $1.14M | Sell |
10,290
-2,390
| -19% | -$264K | 0.01% | 552 |
|
|
2025
Q1 | $1.46M | Sell |
12,680
-190
| -1% | -$21.8K | 0.01% | 484 |
|
|
2024
Q4 | $1.7M | Buy |
12,870
+81
| +0.6% | +$10.7K | 0.01% | 449 |
|
|
2024
Q3 | $2.32M | Buy |
12,789
+625
| +5% | +$113K | 0.02% | 385 |
|
|
2024
Q2 | $1.76M | Buy |
12,164
+912
| +8% | +$132K | 0.02% | 428 |
|
|
2024
Q1 | $1.87M | Sell |
11,252
-710
| -6% | -$118K | 0.02% | 442 |
|
|
2023
Q4 | $1.73M | Buy |
11,962
+9,433
| +373% | +$1.36M | 0.01% | 447 |
|
|
2023
Q3 | $275K | Sell |
2,529
-218
| -8% | -$23.7K | ﹤0.01% | 744 |
|
|
2023
Q2 | $333K | Sell |
2,747
-386
| -12% | -$46.8K | ﹤0.01% | 745 |
|
|
2023
Q1 | $319K | Sell |
3,133
-2,815
| -47% | -$286K | ﹤0.01% | 806 |
|
|
2022
Q4 | $521K | Sell |
5,948
-499
| -8% | -$43.7K | ﹤0.01% | 746 |
|
|
2022
Q3 | $465K | Sell |
6,447
-2,595
| -29% | -$187K | ﹤0.01% | 776 |
|
|
2022
Q2 | $618K | Sell |
9,042
-3,279
| -27% | -$224K | ﹤0.01% | 745 |
|
|
2022
Q1 | $968K | Sell |
12,321
-233
| -2% | -$18.3K | ﹤0.01% | 669 |
|
|
2021
Q4 | $1.41M | Buy |
12,554
+257
| +2% | +$28.9K | 0.01% | 612 |
|
|
2021
Q3 | $1.12M | Buy |
12,297
+86
| +0.7% | +$7.8K | 0.01% | 647 |
|
|
2021
Q2 | $1.17M | Buy |
12,211
+1,445
| +13% | +$139K | 0.01% | 650 |
|
|
2021
Q1 | $1.06M | Buy |
10,766
+2,545
| +31% | +$249K | 0.01% | 654 |
|
|
2020
Q4 | $607K | Sell |
8,221
-76,298
| -90% | -$5.63M | ﹤0.01% | 790 |
|
|
2020
Q3 | $6.68M | Buy |
84,519
+81,134
| +2,397% | +$6.42M | 0.04% | 293 |
|
|
2020
Q2 | $202K | Buy |
+3,385
| New | +$202K | ﹤0.01% | 1099 |
|
|
2020
Q1 | – | Sell |
-5,015
| Closed | -$271K | – | 1283 |
|
|
2019
Q4 | $271K | Buy |
+5,015
| New | +$271K | ﹤0.01% | 1166 |
|
|
2019
Q3 | – | Sell |
-4,895
| Closed | -$230K | – | 1390 |
|
|
2019
Q2 | $230K | Buy |
4,895
+669
| +16% | +$31.4K | ﹤0.01% | 1304 |
|
|
2019
Q1 | $201K | Buy |
+4,226
| New | +$201K | ﹤0.01% | 1249 |
|
|
2018
Q3 | – | Sell |
-5,380
| Closed | -$273K | – | 1356 |
|
|
2018
Q2 | $273K | Buy |
5,380
+73
| +1% | +$3.7K | ﹤0.01% | 1120 |
|
|
2018
Q1 | $303K | Buy |
5,307
+119
| +2% | +$6.79K | ﹤0.01% | 1091 |
|
|
2017
Q4 | $318K | Sell |
5,188
-70
| -1% | -$4.29K | ﹤0.01% | 1094 |
|
|
2017
Q3 | $264K | Sell |
5,258
-317
| -6% | -$15.9K | ﹤0.01% | 1154 |
|
|
2017
Q2 | $283K | Sell |
5,575
-8,187
| -59% | -$416K | ﹤0.01% | 1093 |
|
|
2017
Q1 | $671K | Sell |
13,762
-4,111
| -23% | -$200K | 0.01% | 846 |
|
|
2016
Q4 | $730K | Sell |
17,873
-3,320
| -16% | -$136K | 0.01% | 826 |
|
|
2016
Q3 | $854K | Sell |
21,193
-329
| -2% | -$13.3K | 0.01% | 817 |
|
|
2016
Q2 | $942K | Buy |
21,522
+10,509
| +95% | +$460K | 0.01% | 752 |
|
|
2016
Q1 | $507K | Buy |
11,013
+2,610
| +31% | +$120K | 0.01% | 880 |
|
|
2015
Q4 | $391K | Buy |
+8,403
| New | +$391K | ﹤0.01% | 950 |
|
|
2015
Q1 | – | Sell |
-4,917
| Closed | -$210K | – | 1255 |
|
|
2014
Q4 | $210K | Buy |
+4,917
| New | +$210K | ﹤0.01% | 1089 |
|