Heritage 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 | $1.07M | Sell |
9,670
-45
| -0.5% | -$4.98K | 0.12% | 161 |
|
|
2025
Q1 | $1.12M | Sell |
9,715
-350
| -3% | -$40.2K | 0.14% | 146 |
|
|
2024
Q4 | $1.33M | Buy |
+10,065
| New | +$1.33M | 0.16% | 135 |
|
|
2024
Q2 | $1.46M | Sell |
10,065
-33
| -0.3% | -$4.79K | 0.19% | 120 |
|
|
2024
Q1 | $1.68M | Buy |
10,098
+716
| +8% | +$119K | 0.23% | 110 |
|
|
2023
Q4 | $1.35M | Buy |
+9,382
| New | +$1.35M | 0.19% | 124 |
|
|
2022
Q2 | – | Sell |
-8,711
| Closed | -$685K | – | 249 |
|
|
2022
Q1 | $685K | Sell |
8,711
-194
| -2% | -$15.3K | 0.1% | 161 |
|
|
2021
Q4 | $1M | Buy |
8,905
+3,316
| +59% | +$373K | 0.13% | 135 |
|
|
2021
Q3 | $507K | Buy |
5,589
+1,614
| +41% | +$146K | 0.07% | 178 |
|
|
2021
Q2 | $382K | Buy |
+3,975
| New | +$382K | 0.05% | 196 |
|