American Trust Investment 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 | $3.57M | Sell |
32,304
-512
| -2% | -$56.6K | 1.8% | 25 |
|
|
2025
Q1 | $3.77M | Buy |
32,816
+2,135
| +7% | +$245K | 1.58% | 27 |
|
|
2024
Q4 | $4.05M | Buy |
30,681
+418
| +1% | +$55.2K | 1.66% | 26 |
|
|
2024
Q3 | $5.49M | Sell |
30,263
-639
| -2% | -$116K | 2.25% | 13 |
|
|
2024
Q2 | $4.48M | Sell |
30,902
-923
| -3% | -$134K | 2.18% | 20 |
|
|
2024
Q1 | $5.3M | Sell |
31,825
-1,231
| -4% | -$205K | 2.52% | 13 |
|
|
2023
Q4 | $4.77M | Sell |
33,056
-10,720
| -24% | -$1.55M | 2.48% | 13 |
|
|
2023
Q3 | $4.76M | Buy |
43,776
+1,575
| +4% | +$171K | 2.62% | 10 |
|
|
2023
Q2 | $5.12M | Buy |
42,201
+201
| +0.5% | +$24.4K | 2.87% | 6 |
|
|
2023
Q1 | $4.27M | Sell |
42,000
-20
| -0% | -$2.04K | 2.57% | 10 |
|
|
2022
Q4 | $3.68M | Buy |
42,020
+82
| +0.2% | +$7.18K | 2.34% | 14 |
|
|
2022
Q3 | $3.03M | Buy |
41,938
+822
| +2% | +$59.3K | 1.94% | 19 |
|
|
2022
Q2 | $2.81M | Buy |
41,116
+836
| +2% | +$57.1K | 1.76% | 25 |
|
|
2022
Q1 | $3.17M | Buy |
40,280
+360
| +0.9% | +$28.3K | 1.63% | 28 |
|
|
2021
Q4 | $4.49M | Buy |
39,920
+442
| +1% | +$49.7K | 2.23% | 15 |
|
|
2021
Q3 | $3.58M | Buy |
39,478
+23
| +0.1% | +$2.09K | 2.02% | 19 |
|
|
2021
Q2 | $3.8M | Buy |
39,455
+134
| +0.3% | +$12.9K | 2.04% | 24 |
|
|
2021
Q1 | $3.85M | Sell |
39,321
-39,962
| -50% | -$3.92M | 2.25% | 17 |
|
|
2020
Q4 | $5.85M | Buy |
79,283
+419
| +0.5% | +$30.9K | 3.62% | 8 |
|
|
2020
Q3 | $6.24M | Sell |
78,864
-264
| -0.3% | -$20.9K | 4.52% | 4 |
|
|
2020
Q2 | $4.72M | Buy |
79,128
+212
| +0.3% | +$12.6K | 3.82% | 8 |
|
|
2020
Q1 | $2.92M | Sell |
78,916
-666
| -0.8% | -$24.6K | 2.94% | 12 |
|
|
2019
Q4 | $4.3M | Sell |
79,582
-62
| -0.1% | -$3.35K | 3.13% | 10 |
|
|
2019
Q3 | $4.31M | Buy |
+79,644
| New | +$4.31M | 3.31% | 8 |
|
|
2016
Q4 | – | Sell |
-66,012
| Closed | -$2.66M | – | 73 |
|
|
2016
Q3 | $2.66M | Buy |
66,012
+2,238
| +4% | +$90.2K | 2.68% | 14 |
|
|
2016
Q2 | $2.8M | Sell |
63,774
-7,943
| -11% | -$349K | 2.88% | 7 |
|
|
2016
Q1 | $3.3M | Buy |
71,717
+20,959
| +41% | +$965K | 3.4% | 4 |
|
|
2015
Q4 | $2.36M | Buy |
50,758
+1,082
| +2% | +$50.4K | 2.67% | 11 |
|
|
2015
Q3 | $2.28M | Sell |
49,676
-656
| -1% | -$30.1K | 2.65% | 13 |
|
|
2015
Q2 | $2.45M | Sell |
50,332
-242
| -0.5% | -$11.8K | 2.44% | 12 |
|
|
2015
Q1 | $2.49M | Buy |
+50,574
| New | +$2.49M | 2.47% | 15 |
|