CastleKeep Investment 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 | – | Sell |
-12,466
| Closed | -$1.43M | – | 93 |
|
|
2025
Q1 | $1.43M | Buy |
12,466
+405
| +3% | +$46.5K | 0.74% | 34 |
|
|
2024
Q4 | $1.59M | Buy |
12,061
+5,972
| +98% | +$788K | 1.12% | 30 |
|
|
2024
Q3 | $1.11M | Buy |
6,089
+70
| +1% | +$12.7K | 0.75% | 56 |
|
|
2024
Q2 | $873K | Buy |
6,019
+450
| +8% | +$65.3K | 0.67% | 73 |
|
|
2024
Q1 | $927K | Sell |
5,569
-1,935
| -26% | -$322K | 0.67% | 54 |
|
|
2023
Q4 | $1.08M | Buy |
+7,504
| New | +$1.08M | 0.77% | 47 |
|