Cerity 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 | $10.1M | Buy |
91,329
+5,661
| +7% | +$626K | 0.02% | 532 |
|
|
2025
Q1 | $9.83M | Sell |
85,668
-3,748
| -4% | -$430K | 0.02% | 487 |
|
|
2024
Q4 | $15.8M | Sell |
89,416
-9,974
| -10% | -$1.76M | 0.03% | 371 |
|
|
2024
Q3 | $18M | Buy |
99,390
+14,343
| +17% | +$2.6M | 0.04% | 337 |
|
|
2024
Q2 | $12.3M | Sell |
85,047
-15,148
| -15% | -$2.2M | 0.03% | 368 |
|
|
2024
Q1 | $16.7M | Buy |
100,195
+84,518
| +539% | +$14.1M | 0.04% | 333 |
|
|
2023
Q4 | $2.26M | Buy |
15,677
+12,091
| +337% | +$1.74M | 0.01% | 736 |
|
|
2023
Q3 | $390K | Sell |
3,586
-8,090
| -69% | -$879K | ﹤0.01% | 1055 |
|
|
2023
Q2 | $1.42M | Sell |
11,676
-898
| -7% | -$109K | 0.01% | 818 |
|
|
2023
Q1 | $2M | Buy |
12,574
+2,659
| +27% | +$423K | ﹤0.01% | 723 |
|
|
2022
Q4 | $869K | Buy |
9,915
+2,141
| +28% | +$188K | 0.01% | 734 |
|
|
2022
Q3 | $561K | Sell |
7,774
-495
| -6% | -$35.7K | 0.01% | 673 |
|
|
2022
Q2 | $565K | Sell |
8,269
-68,655
| -89% | -$4.69M | 0.01% | 707 |
|
|
2022
Q1 | $6.04M | Sell |
76,924
-1,904
| -2% | -$150K | 0.09% | 171 |
|
|
2021
Q4 | $8.87M | Buy |
78,828
+8,791
| +13% | +$989K | 0.13% | 138 |
|
|
2021
Q3 | $6.35M | Buy |
70,037
+865
| +1% | +$78.5K | 0.14% | 138 |
|
|
2021
Q2 | $6.65M | Buy |
+69,172
| New | +$6.65M | 0.15% | 134 |
|
|
2021
Q1 | – | Sell |
-3,012
| Closed | -$222K | – | 726 |
|
|
2020
Q4 | $222K | Buy |
+3,012
| New | +$222K | 0.01% | 574 |
|
|
2019
Q2 | – | Sell |
-15,649
| Closed | -$744K | – | 543 |
|
|
2019
Q1 | $744K | Buy |
15,649
+9,385
| +150% | +$446K | 0.05% | 277 |
|
|
2018
Q4 | $237K | Sell |
6,264
-6,157
| -50% | -$233K | 0.02% | 448 |
|
|
2018
Q3 | $561K | Buy |
12,421
+149
| +1% | +$6.73K | 0.04% | 313 |
|
|
2018
Q2 | $624K | Sell |
12,272
-4,324
| -26% | -$220K | 0.05% | 294 |
|
|
2018
Q1 | $947K | Sell |
16,596
-1,035
| -6% | -$59.1K | 0.07% | 235 |
|
|
2017
Q4 | $1.08M | Buy |
17,631
+5,866
| +50% | +$359K | 0.07% | 229 |
|
|
2017
Q3 | $591K | Buy |
11,765
+7,241
| +160% | +$364K | 0.04% | 294 |
|
|
2017
Q2 | $441K | Sell |
4,524
-268
| -6% | -$26.1K | 0.04% | 241 |
|
|
2017
Q1 | $233K | Buy |
+4,792
| New | +$233K | 0.02% | 389 |
|