Heritage Trust’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $507K | Buy |
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|
2021
Q2 | $382K | Buy |
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