Allen Investment Management’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
$737K Hold
6,666
0.01% 141
2025
Q1
$765K Sell
6,666
-220
-3% -$25.3K 0.01% 144
2024
Q4
$909K Hold
6,886
0.01% 140
2024
Q3
$1.25M Hold
6,886
0.01% 135
2024
Q2
$999K Hold
6,886
0.01% 143
2024
Q1
$1.15M Hold
6,886
0.01% 132
2023
Q4
$994K Hold
6,886
0.01% 133
2023
Q3
$748K Buy
6,886
+4,195
+156% +$456K 0.01% 149
2023
Q2
$326K Hold
2,691
﹤0.01% 191
2023
Q1
$274K Hold
2,691
﹤0.01% 200
2022
Q4
$236K Buy
+2,691
New +$236K ﹤0.01% 204
2022
Q2
Sell
-2,691
Closed -$211K 234
2022
Q1
$211K Hold
2,691
﹤0.01% 228
2021
Q4
$303K Hold
2,691
﹤0.01% 217
2021
Q3
$244K Buy
+2,691
New +$244K ﹤0.01% 189
2017
Q4
Sell
-6,088
Closed -$306K 195
2017
Q3
$306K Sell
6,088
-1,950
-24% -$98K 0.01% 184
2017
Q2
$408K Sell
8,038
-483
-6% -$24.5K 0.02% 169
2017
Q1
$415K Buy
+8,521
New +$415K 0.02% 171
2015
Q4
Sell
-9,265
Closed -$424K 211
2015
Q3
$424K Sell
9,265
-4,413
-32% -$202K 0.04% 147
2015
Q2
$665K Sell
13,678
-76
-0.6% -$3.7K 0.06% 125
2015
Q1
$678K Sell
13,754
-1,924
-12% -$94.8K 0.05% 119
2014
Q4
$669K Sell
15,678
-2,788
-15% -$119K 0.05% 117
2014
Q3
$683K Buy
18,466
+8,499
+85% +$314K 0.06% 103
2014
Q2
$398K Hold
9,967
0.04% 92
2014
Q1
$376K Buy
+9,967
New +$376K 0.06% 88