McMillion Capital 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
2023
Q2
$2.5M Sell
20,619
-592
-3% -$71.8K 2.23% 8
2023
Q1
$2.16M Sell
21,211
-1,637
-7% -$167K 2.03% 12
2022
Q4
$2M Sell
22,848
-434
-2% -$38K 1.81% 16
2022
Q3
$1.68M Sell
23,282
-883
-4% -$63.7K 1.56% 17
2022
Q2
$1.65M Sell
24,165
-4,697
-16% -$321K 1.37% 24
2022
Q1
$2.27M Sell
28,862
-3,010
-9% -$237K 1.4% 26
2021
Q4
$3.58M Sell
31,872
-326
-1% -$36.7K 1.94% 11
2021
Q3
$2.92M Sell
32,198
-2,684
-8% -$243K 1.72% 14
2021
Q2
$3.36M Sell
34,882
-1,898
-5% -$183K 1.83% 15
2021
Q1
$3.6M Buy
36,780
+912
+3% +$89.4K 2.11% 15
2020
Q4
$2.65M Sell
35,868
-367
-1% -$27.1K 1.61% 21
2020
Q3
$2.87M Sell
36,235
-2,308
-6% -$182K 2.15% 15
2020
Q2
$2.3M Buy
+38,543
New +$2.3M 1.51% 26