EFS
Essex Financial Services’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,861
| Closed | -$214K | – | 701 |
|
|
2025
Q1 | $214K | Buy |
1,861
+132
| +8% | +$15.2K | 0.02% | 589 |
|
|
2024
Q4 | $236K | Buy |
1,729
+12
| +0.7% | +$1.64K | 0.02% | 555 |
|
|
2024
Q3 | $298K | Buy |
1,717
+65
| +4% | +$11.3K | 0.02% | 502 |
|
|
2024
Q2 | $280K | Buy |
1,652
+449
| +37% | +$76K | 0.02% | 501 |
|
|
2024
Q1 | $207K | Buy |
+1,203
| New | +$207K | 0.02% | 507 |
|