Forum Financial 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
$467K Buy
4,221
+3
+0.1% +$332 0.01% 441
2025
Q1
$484K Sell
4,218
-144
-3% -$16.5K 0.01% 386
2024
Q4
$576K Buy
4,362
+9
+0.2% +$1.19K 0.01% 327
2024
Q3
$790K Buy
4,353
+7
+0.2% +$1.27K 0.01% 221
2024
Q2
$631K Buy
4,346
+27
+0.6% +$3.92K 0.01% 246
2024
Q1
$719K Hold
4,319
0.01% 243
2023
Q4
$623K Sell
4,319
-670
-13% -$96.7K 0.01% 241
2023
Q3
$542K Buy
4,989
+2
+0% +$217 0.01% 261
2023
Q2
$605K Buy
4,987
+1
+0% +$121 0.01% 253
2023
Q1
$507K Buy
4,986
+4
+0.1% +$407 0.01% 262
2022
Q4
$437K Buy
4,982
+588
+13% +$51.5K 0.01% 285
2022
Q3
$317K Hold
4,394
0.02% 327
2022
Q2
$300K Buy
4,394
+471
+12% +$32.2K 0.02% 354
2022
Q1
$308K Buy
3,923
+70
+2% +$5.5K 0.01% 383
2021
Q4
$433K Buy
+3,853
New +$433K 0.02% 281