Carmel Capital Partners’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 | $11.1M | Sell |
100,010
-6,383
| -6% | -$706K | 3.88% | 4 |
|
|
2025
Q1 | $12.2M | Buy |
106,393
+13,148
| +14% | +$1.51M | 4.8% | 3 |
|
|
2024
Q4 | $12.3M | Hold |
93,245
| – | – | 4.96% | 5 |
|
|
2024
Q3 | $16.9M | Sell |
93,245
-6,516
| -7% | -$1.18M | 6.53% | 3 |
|
|
2024
Q2 | $14.5M | Hold |
99,761
| – | – | 6.1% | 3 |
|
|
2024
Q1 | $16.6M | Buy |
99,761
+21,257
| +27% | +$3.54M | 6.87% | 3 |
|
|
2023
Q4 | $11.3M | Sell |
78,504
-6,714
| -8% | -$969K | 5.78% | 3 |
|
|
2023
Q3 | $9.26M | Hold |
85,218
| – | – | 4.16% | 3 |
|
|
2023
Q2 | $10.3M | Hold |
85,218
| – | – | 5.33% | 3 |
|
|
2023
Q1 | $8.67M | Buy |
85,218
+8,258
| +11% | +$840K | 5.13% | 3 |
|
|
2022
Q4 | $6.74M | Hold |
76,960
| – | – | 4.66% | 3 |
|
|
2022
Q3 | $5.55M | Hold |
76,960
| – | – | 5.36% | 2 |
|
|
2022
Q2 | $5.26M | Sell |
76,960
-86,880
| -53% | -$5.94M | 4.91% | 3 |
|
|
2022
Q1 | $12.9M | Buy |
163,840
+38,837
| +31% | +$3.05M | 10.76% | 2 |
|
|
2021
Q4 | $14.1M | Buy |
+125,003
| New | +$14.1M | 10.49% | 2 |
|