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Dogwood Wealth Management’s Lennar Class A LEN Stock Holding History

Dogwood Wealth Management’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271 Sell
3
-15
-83% -$1.34K ﹤0.01% 824
2026
Q1 		$1.56K Sell
18
-12
-40% -$1.3K ﹤0.01% 689
2025
Q4 		$3.08K Buy
30
+4
+15% +$483 ﹤0.01% 497
2025
Q3 		$3.28K Buy
26
+10
+63% +$1.24K ﹤0.01% 462
2025
Q2 		$1.77K Sell
16
-3
-16% -$325 ﹤0.01% 573
2025
Q1 		$2.18K Buy
+19
New +$2.37K ﹤0.01% 326
2024
Q4 		– Hold
0
– -$5 – 496
2024
Q3 		– Hold
0
– – – 331
2024
Q2 		– Hold
0
– – – 394
2024
Q1 		– Hold
0
– – – 354
2023
Q4 		– Hold
0
– – – 366

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AMAL
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return