Dorsey & Whitney Trust’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 | $793K | Buy |
7,166
+2,037
| +40% | +$225K | 0.04% | 323 |
|
|
2025
Q1 | $589K | Buy |
5,129
+1,702
| +50% | +$195K | 0.03% | 376 |
|
|
2024
Q4 | $452K | Buy |
3,427
+332
| +11% | +$43.8K | 0.02% | 419 |
|
|
2024
Q3 | $562K | Buy |
3,095
+116
| +4% | +$21.1K | 0.03% | 373 |
|
|
2024
Q2 | $432K | Buy |
2,979
+57
| +2% | +$8.27K | 0.03% | 381 |
|
|
2024
Q1 | $487K | Sell |
2,922
-547
| -16% | -$91.1K | 0.03% | 367 |
|
|
2023
Q4 | $500K | Hold |
3,469
| – | – | 0.04% | 342 |
|
|
2023
Q3 | $377K | Sell |
3,469
-464
| -12% | -$50.4K | 0.03% | 372 |
|
|
2023
Q2 | $477K | Buy |
3,933
+20
| +0.5% | +$2.43K | 0.04% | 335 |
|
|
2023
Q1 | $398K | Sell |
3,913
-1,081
| -22% | -$110K | 0.04% | 354 |
|
|
2022
Q4 | $437K | Sell |
4,994
-302
| -6% | -$26.5K | 0.04% | 324 |
|
|
2022
Q3 | $382K | Sell |
5,296
-86
| -2% | -$6.2K | 0.04% | 339 |
|
|
2022
Q2 | $367K | Sell |
5,382
-27
| -0.5% | -$1.84K | 0.04% | 344 |
|
|
2022
Q1 | $425K | Buy |
5,409
+1,476
| +38% | +$116K | 0.04% | 336 |
|
|
2021
Q4 | $442K | Buy |
3,933
+879
| +29% | +$98.8K | 0.04% | 317 |
|
|
2021
Q3 | $277K | Sell |
3,054
-1
| -0% | -$91 | 0.03% | 421 |
|
|
2021
Q2 | $294K | Hold |
3,055
| – | – | 0.03% | 397 |
|
|
2021
Q1 | $300K | Sell |
3,055
-352
| -10% | -$34.6K | 0.03% | 387 |
|
|
2020
Q4 | $251K | Sell |
3,407
-106
| -3% | -$7.81K | 0.03% | 392 |
|
|
2020
Q3 | $277K | Sell |
3,513
-717
| -17% | -$56.5K | 0.04% | 327 |
|
|
2020
Q2 | $252K | Buy |
+4,230
| New | +$252K | 0.04% | 344 |
|
|
2020
Q1 | – | Sell |
-4,842
| Closed | -$262K | – | 439 |
|
|
2019
Q4 | $262K | Buy |
4,842
+565
| +13% | +$30.6K | 0.04% | 351 |
|
|
2019
Q3 | $231K | Buy |
+4,277
| New | +$231K | 0.03% | 356 |
|
|
2018
Q4 | – | Sell |
-6,974
| Closed | -$316K | – | 402 |
|
|
2018
Q3 | $316K | Hold |
6,974
| – | – | 0.05% | 270 |
|
|
2018
Q2 | $355K | Buy |
6,974
+310
| +5% | +$15.8K | 0.06% | 228 |
|
|
2018
Q1 | $381K | Sell |
6,664
-109
| -2% | -$6.23K | 0.07% | 207 |
|
|
2017
Q4 | $415K | Sell |
6,773
-116
| -2% | -$7.11K | 0.08% | 185 |
|
|
2017
Q3 | $346K | Hold |
6,889
| – | – | 0.07% | 201 |
|
|
2017
Q2 | $350K | Hold |
6,889
| – | – | 0.07% | 205 |
|
|
2017
Q1 | $336K | Hold |
6,889
| – | – | 0.07% | 206 |
|
|
2016
Q4 | $281K | Sell |
6,889
-13
| -0.2% | -$530 | 0.06% | 202 |
|
|
2016
Q3 | $278K | Buy |
6,902
+13
| +0.2% | +$524 | 0.06% | 203 |
|
|
2016
Q2 | $303K | Buy |
+6,889
| New | +$303K | 0.07% | 193 |
|