Mengis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
12,422
-389
| -3% | -$43K | 0.29% | 92 |
|
|
2025
Q1 | $1.47M | Sell |
12,811
-422
| -3% | -$48.4K | 0.31% | 87 |
|
|
2024
Q4 | $1.75M | Buy |
13,233
+1
| +0% | +$132 | 0.36% | 74 |
|
|
2024
Q3 | $2.4M | Sell |
13,232
-205
| -2% | -$37.2K | 0.47% | 59 |
|
|
2024
Q2 | $1.95M | Sell |
13,437
-10
| -0.1% | -$1.45K | 0.4% | 68 |
|
|
2024
Q1 | $2.24M | Sell |
13,447
-148
| -1% | -$24.6K | 0.35% | 64 |
|
|
2023
Q4 | $1.96M | Sell |
13,595
-320
| -2% | -$46.2K | 0.37% | 62 |
|
|
2023
Q3 | $1.51M | Sell |
13,915
-950
| -6% | -$103K | 0.31% | 70 |
|
|
2023
Q2 | $1.8M | Sell |
14,865
-112
| -0.7% | -$13.6K | 0.36% | 65 |
|
|
2023
Q1 | $1.52M | Sell |
14,977
-433
| -3% | -$44.1K | 0.32% | 70 |
|
|
2022
Q4 | $1.35M | Buy |
15,410
+1
| +0% | +$88 | 0.29% | 75 |
|
|
2022
Q3 | $1.11M | Sell |
15,409
-1,501
| -9% | -$108K | 0.26% | 76 |
|
|
2022
Q2 | $1.16M | Buy |
16,910
+1
| +0% | +$68 | 0.25% | 80 |
|
|
2022
Q1 | $1.33M | Sell |
16,909
-102
| -0.6% | -$8.01K | 0.25% | 81 |
|
|
2021
Q4 | $1.91M | Sell |
17,011
-51
| -0.3% | -$5.73K | 0.36% | 66 |
|
|
2021
Q3 | $1.55M | Buy |
17,062
+103
| +0.6% | +$9.34K | 0.32% | 72 |
|
|
2021
Q2 | $1.63M | Sell |
16,959
-1,497
| -8% | -$144K | 0.34% | 68 |
|
|
2021
Q1 | $1.81M | Sell |
18,456
-361
| -2% | -$35.4K | 0.4% | 64 |
|
|
2020
Q4 | $1.39M | Sell |
18,817
-5,267
| -22% | -$389K | 0.34% | 72 |
|
|
2020
Q3 | $1.9M | Sell |
24,084
-708
| -3% | -$56K | 0.52% | 57 |
|
|
2020
Q2 | $1.48M | Sell |
24,792
-52
| -0.2% | -$3.1K | 0.44% | 66 |
|
|
2020
Q1 | $918K | Sell |
24,844
-2,366
| -9% | -$87.4K | 0.31% | 80 |
|
|
2019
Q4 | $1.47M | Sell |
27,210
-3,632
| -12% | -$196K | 0.4% | 70 |
|
|
2019
Q3 | $1.67M | Buy |
30,842
+103
| +0.3% | +$5.57K | 0.5% | 64 |
|
|
2019
Q2 | $1.44M | Sell |
30,739
-407
| -1% | -$19.1K | 0.44% | 70 |
|
|
2019
Q1 | $1.48M | Sell |
31,146
-25
| -0.1% | -$1.19K | 0.83% | 38 |
|
|
2018
Q4 | $1.18M | Sell |
31,171
-1,394
| -4% | -$52.8K | 0.75% | 43 |
|
|
2018
Q3 | $1.47M | Buy |
32,565
+3,791
| +13% | +$171K | 0.81% | 40 |
|
|
2018
Q2 | $1.46M | Buy |
28,774
+8,138
| +39% | +$413K | 0.86% | 37 |
|
|
2018
Q1 | $1.18M | Buy |
+20,636
| New | +$1.18M | 0.7% | 48 |
|