Valeo 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 | $1.07M | Buy |
9,668
+827
| +9% | +$91.5K | 0.03% | 282 |
|
|
2025
Q1 | $1.01M | Sell |
8,841
-194
| -2% | -$22.3K | 0.03% | 258 |
|
|
2024
Q4 | $1.19M | Sell |
9,035
-301
| -3% | -$39.7K | 0.03% | 218 |
|
|
2024
Q3 | $1.69M | Buy |
9,336
+52
| +0.6% | +$9.44K | 0.05% | 175 |
|
|
2024
Q2 | $1.35M | Sell |
9,284
-150
| -2% | -$21.8K | 0.04% | 197 |
|
|
2024
Q1 | $1.41M | Sell |
9,434
-217
| -2% | -$32.4K | 0.05% | 188 |
|
|
2023
Q4 | $1.39M | Sell |
9,651
-163
| -2% | -$23.5K | 0.06% | 180 |
|
|
2023
Q3 | $1.07M | Buy |
9,814
+5
| +0.1% | +$543 | 0.05% | 197 |
|
|
2023
Q2 | $1.19M | Buy |
9,809
+367
| +4% | +$44.5K | 0.05% | 183 |
|
|
2023
Q1 | $961K | Buy |
9,442
+416
| +5% | +$42.3K | 0.05% | 219 |
|
|
2022
Q4 | $791K | Buy |
9,026
+1,200
| +15% | +$105K | 0.04% | 217 |
|
|
2022
Q3 | $565K | Buy |
7,826
+775
| +11% | +$56K | 0.04% | 238 |
|
|
2022
Q2 | $482K | Buy |
7,051
+426
| +6% | +$29.1K | 0.03% | 256 |
|
|
2022
Q1 | $521K | Buy |
6,625
+357
| +6% | +$28.1K | 0.03% | 304 |
|
|
2021
Q4 | $705K | Sell |
6,268
-1,520
| -20% | -$171K | 0.04% | 234 |
|
|
2021
Q3 | $706K | Sell |
7,788
-305
| -4% | -$27.6K | 0.04% | 225 |
|
|
2021
Q2 | $778K | Sell |
8,093
-533
| -6% | -$51.2K | 0.05% | 187 |
|
|
2021
Q1 | $845K | Sell |
8,626
-4,738
| -35% | -$464K | 0.04% | 190 |
|
|
2020
Q4 | $986K | Sell |
13,364
-406
| -3% | -$30K | 0.05% | 161 |
|
|
2020
Q3 | $1.09M | Sell |
13,770
-1,818
| -12% | -$144K | 0.1% | 122 |
|
|
2020
Q2 | $930K | Sell |
15,588
-9,989
| -39% | -$596K | 0.08% | 131 |
|
|
2020
Q1 | $1.11M | Sell |
25,577
-1,638
| -6% | -$71K | 0.12% | 113 |
|
|
2019
Q4 | $1.47M | Sell |
27,215
-390
| -1% | -$21.1K | 0.14% | 99 |
|
|
2019
Q3 | $1.49M | Sell |
27,605
-413
| -1% | -$22.3K | 0.16% | 85 |
|
|
2019
Q2 | $1.31M | Buy |
28,018
+620
| +2% | +$29.1K | 0.15% | 97 |
|
|
2019
Q1 | $1.3M | Buy |
27,398
+2,934
| +12% | +$139K | 0.16% | 99 |
|
|
2018
Q4 | $927K | Sell |
24,464
-3,708
| -13% | -$141K | 0.13% | 116 |
|
|
2018
Q3 | $1.17M | Buy |
28,172
+16,629
| +144% | +$692K | 0.16% | 101 |
|
|
2018
Q2 | $568K | Buy |
11,543
+3,673
| +47% | +$181K | 0.08% | 157 |
|
|
2018
Q1 | $449K | Buy |
7,870
+2,749
| +54% | +$157K | 0.07% | 162 |
|
|
2017
Q4 | $313K | Buy |
5,121
+248
| +5% | +$15.2K | 0.05% | 189 |
|
|
2017
Q3 | $245K | Buy |
+4,873
| New | +$245K | 0.06% | 187 |
|