EFG Asset Management’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
-13,195
Closed -$1.51M 178
2025
Q1
$1.51M Sell
13,195
-2,688
-17% -$308K 0.25% 154
2024
Q4
$2.1M Buy
15,883
+1,417
+10% +$187K 0.29% 152
2024
Q3
$2.62M Buy
14,466
+1,910
+15% +$347K 0.44% 91
2024
Q2
$1.82M Sell
12,556
-3,255
-21% -$472K 0.32% 124
2024
Q1
$2.63M Sell
15,811
-83
-0.5% -$13.8K 0.45% 76
2023
Q4
$2.29M Buy
15,894
+10,696
+206% +$1.54M 0.43% 89
2023
Q3
$565K Sell
5,198
-3,151
-38% -$342K 0.13% 183
2023
Q2
$1.01M Buy
8,349
+4,301
+106% +$522K 0.22% 152
2023
Q1
$412K Buy
+4,048
New +$412K 0.09% 177