Corient Private Wealth’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
$7.11M Buy
64,300
+5,208
+9% +$576K 0.01% 659
2025
Q1
$6.78M Sell
59,092
-3,961
-6% -$455K 0.01% 597
2024
Q4
$8.32M Sell
63,053
-26,763
-30% -$3.53M 0.01% 558
2024
Q3
$16.3M Buy
89,816
+22,287
+33% +$4.04M 0.03% 439
2024
Q2
$9.8M Buy
67,529
+784
+1% +$114K 0.02% 534
2024
Q1
$11.1M Sell
66,745
-1,535
-2% -$256K 0.02% 502
2023
Q4
$9.85M Buy
68,280
+2,772
+4% +$400K 0.02% 522
2023
Q3
$7.12M Buy
65,508
+9,293
+17% +$1.01M 0.02% 555
2023
Q2
$6.82M Buy
56,215
+2,928
+5% +$355K 0.02% 548
2023
Q1
$5.37M Buy
53,287
+2,576
+5% +$259K 0.01% 572
2022
Q4
$4.44M Buy
+50,711
New +$4.44M 0.02% 526