Caldwell Trust’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
1,969
-135
|
|
||||
|
2025
Q1 | $241K | Sell |
2,104
-937
|
|
||||
|
2024
Q4 | $401K | Buy |
3,041
+51
|
|
||||
|
2024
Q3 | $543K | Buy |
2,990
+106
|
|
||||
|
2024
Q2 | $418K | Buy |
2,884
+61
|
|
||||
|
2024
Q1 | $470K | Buy |
2,823
+279
|
|
||||
|
2023
Q4 | $367K | Buy |
2,544
+601
|
|
||||
|
2023
Q3 | $211K | Buy |
1,943
+84
|
|
||||
|
2023
Q2 | $226K | Hold |
1,859
|
|
||||
|
2023
Q1 | $189K | Hold |
1,859
|
|
||||
|
2022
Q4 | $163K | Hold |
1,859
|
|
||||
|
2022
Q3 | $134K | Hold |
1,859
|
|
||||
|
2022
Q2 | $127K | Hold |
1,859
|
|
||||
|
2022
Q1 | $146K | Hold |
1,859
|
|
||||
|
2021
Q4 | $209K | Hold |
1,859
|
|
||||
|
2021
Q3 | $169K | Hold |
1,859
|
|
||||
|
2021
Q2 | $179K | Hold |
1,859
|
|
||||
|
2021
Q1 | $182K | Hold |
1,859
|
|
||||
|
2020
Q4 | $137K | Hold |
1,859
|
|
||||
|
2020
Q3 | $147K | Hold |
1,859
|
|
||||
|
2020
Q2 | $111K | Hold |
1,859
|
|
||||
|
2020
Q1 | $68.8K | Hold |
1,859
|
|
||||
|
2019
Q4 | $100K | Buy |
+1,859
|
|