Atlas Capital 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 | $713K | Sell |
6,442
-698
| -10% | -$77.2K | 0.09% | 194 |
|
|
2025
Q1 | $820K | Sell |
7,140
-917
| -11% | -$105K | 0.1% | 170 |
|
|
2024
Q4 | $1.06M | Sell |
8,057
-50
| -0.6% | -$6.6K | 0.14% | 130 |
|
|
2024
Q3 | $1.47M | Buy |
8,107
+581
| +8% | +$105K | 0.22% | 91 |
|
|
2024
Q2 | $1.09M | Sell |
7,526
-893
| -11% | -$130K | 0.14% | 115 |
|
|
2024
Q1 | $1.4M | Buy |
8,419
+269
| +3% | +$44.8K | 0.22% | 85 |
|
|
2023
Q4 | $1.18M | Buy |
8,150
+279
| +4% | +$40.3K | 0.17% | 100 |
|
|
2023
Q3 | $855K | Buy |
7,871
+33
| +0.4% | +$3.59K | 0.14% | 121 |
|
|
2023
Q2 | $951K | Buy |
7,838
+263
| +3% | +$31.9K | 0.14% | 114 |
|
|
2023
Q1 | $771K | Buy |
7,575
+822
| +12% | +$83.6K | 0.12% | 126 |
|
|
2022
Q4 | $592K | Sell |
6,753
-184
| -3% | -$16.1K | 0.1% | 163 |
|
|
2022
Q3 | $501K | Hold |
6,937
| – | – | 0.09% | 179 |
|
|
2022
Q2 | $474K | Sell |
6,937
-129
| -2% | -$8.81K | 0.08% | 205 |
|
|
2022
Q1 | $555K | Sell |
7,066
-167
| -2% | -$13.1K | 0.09% | 205 |
|
|
2021
Q4 | $813K | Hold |
7,233
| – | – | 0.12% | 143 |
|
|
2021
Q3 | $656K | Hold |
7,233
| – | – | 0.11% | 161 |
|
|
2021
Q2 | $696K | Buy |
7,233
+23
| +0.3% | +$2.21K | 0.12% | 163 |
|
|
2021
Q1 | $707K | Sell |
7,210
-174
| -2% | -$17.1K | 0.14% | 149 |
|
|
2020
Q4 | $545K | Sell |
7,384
-694
| -9% | -$51.2K | 0.11% | 168 |
|
|
2020
Q3 | $639K | Sell |
8,078
-307
| -4% | -$24.3K | 0.15% | 148 |
|
|
2020
Q2 | $500K | Buy |
8,385
+7,408
| +758% | +$442K | 0.12% | 180 |
|
|
2020
Q1 | $36.1K | Sell |
977
-5,747
| -85% | -$213K | 0.01% | 468 |
|
|
2019
Q4 | $363K | Buy |
6,724
+3,239
| +93% | +$175K | 0.09% | 238 |
|
|
2019
Q3 | $188K | Sell |
3,485
-347
| -9% | -$18.8K | 0.06% | 327 |
|
|
2019
Q2 | $180K | Buy |
3,832
+3,193
| +500% | +$150K | 0.06% | 307 |
|
|
2019
Q1 | $30.4K | Hold |
639
| – | – | 0.01% | 450 |
|
|
2018
Q4 | $24.2K | Hold |
639
| – | – | 0.01% | 455 |
|
|
2018
Q3 | $28.6K | Sell |
639
-3,730
| -85% | -$167K | 0.01% | 448 |
|
|
2018
Q2 | $235K | Buy |
+4,369
| New | +$235K | 0.08% | 249 |
|