Cary Street Partners Investment Advisory’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 | $231K | Buy |
+2,088
| New | +$231K | 0.11% | 202 |
|
|
2024
Q4 | – | Sell |
-1,145
| Closed | -$208K | – | 655 |
|
|
2024
Q3 | $208K | Buy |
+1,145
| New | +$208K | 0.01% | 724 |
|
|
2024
Q2 | – | Sell |
-1,787
| Closed | -$298K | – | 758 |
|
|
2024
Q1 | $298K | Buy |
1,787
+80
| +5% | +$13.3K | 0.01% | 563 |
|
|
2023
Q4 | $246K | Buy |
1,707
+807
| +90% | +$116K | 0.01% | 566 |
|
|
2023
Q3 | $97.8K | Buy |
900
+733
| +439% | +$79.6K | 0.01% | 710 |
|
|
2023
Q2 | $20.3K | Sell |
167
-109
| -39% | -$13.3K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $28.1K | Buy |
276
+120
| +77% | +$12.2K | ﹤0.01% | 887 |
|
|
2022
Q4 | $13.7K | Buy |
+156
| New | +$13.7K | ﹤0.01% | 1067 |
|