Ascent Group’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 | – | Sell |
-1,862
| Closed | -$214K | – | 743 |
|
|
2025
Q1 | $214K | Buy |
1,862
+166
| +10% | +$19.1K | 0.01% | 650 |
|
|
2024
Q4 | $224K | Sell |
1,696
-247
| -13% | -$32.6K | 0.02% | 499 |
|
|
2024
Q3 | $353K | Sell |
1,943
-320
| -14% | -$58.1K | 0.03% | 420 |
|
|
2024
Q2 | $328K | Buy |
2,263
+33
| +1% | +$4.79K | 0.03% | 411 |
|
|
2024
Q1 | $371K | Buy |
2,230
+37
| +2% | +$6.16K | 0.03% | 401 |
|
|
2023
Q4 | $335K | Buy |
2,193
+201
| +10% | +$30.7K | 0.03% | 402 |
|
|
2023
Q3 | $231K | Buy |
+1,992
| New | +$231K | 0.03% | 425 |
|