WBI Investments’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 | $828K | Buy |
+7,484
| New | +$828K | 0.21% | 141 |
|
2025
Q1 | – | Sell |
-1,541
| Closed | -$203K | – | 274 |
|
2024
Q4 | $203K | Sell |
1,541
-5,593
| -78% | -$738K | 0.05% | 195 |
|
2024
Q3 | $1.29M | Buy |
+7,134
| New | +$1.29M | 0.31% | 89 |
|
2024
Q2 | – | Sell |
-3,626
| Closed | -$604K | – | 205 |
|
2024
Q1 | $604K | Buy |
+3,626
| New | +$604K | 0.13% | 132 |
|
2023
Q4 | – | Sell |
-14,366
| Closed | -$1.56M | – | 224 |
|
2023
Q3 | $1.56M | Buy |
+14,366
| New | +$1.56M | 0.31% | 97 |
|
2023
Q2 | – | Sell |
-10,580
| Closed | -$1.08M | – | 210 |
|
2023
Q1 | $1.08M | Sell |
10,580
-26,066
| -71% | -$2.65M | 0.22% | 114 |
|
2022
Q4 | $3.21M | Buy |
+36,646
| New | +$3.21M | 0.69% | 38 |
|
2021
Q4 | – | Sell |
-18,226
| Closed | -$1.57M | – | 207 |
|
2021
Q3 | $1.57M | Buy |
+18,226
| New | +$1.57M | 0.26% | 95 |
|
2021
Q1 | – | Sell |
-67,691
| Closed | -$5M | – | 213 |
|
2020
Q4 | $5M | Buy |
67,691
+16,472
| +32% | +$1.22M | 0.76% | 25 |
|
2020
Q3 | $4.05M | Buy |
51,219
+47,149
| +1,158% | +$3.73M | 0.62% | 49 |
|
2020
Q2 | $243K | Buy |
+4,070
| New | +$243K | 0.04% | 93 |
|