Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.7K | Hold |
503
| – | – | ﹤0.01% | 606 |
|
|
2025
Q4 | $51.7K | Sell |
503
-9,630
| -95% | -$1.16M | ﹤0.01% | 595 |
|
|
2025
Q3 | $1.28M | Buy |
10,133
+9,630
| +1,915% | +$1.2M | 0.06% | 210 |
|
|
2025
Q2 | $55.6K | Hold |
503
| – | – | ﹤0.01% | 567 |
|
|
2025
Q1 | $57.7K | Sell |
503
-8
| -2% | -$999 | ﹤0.01% | 588 |
|
|
2024
Q4 | $67.5K | Hold |
511
| – | – | ﹤0.01% | 558 |
|
|
2024
Q3 | $92.8K | Hold |
511
| – | – | ﹤0.01% | 512 |
|
|
2024
Q2 | $74.2K | Hold |
511
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $85.1K | Hold |
511
| – | – | ﹤0.01% | 508 |
|
|
2023
Q4 | $73.8K | Hold |
511
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $55.6K | Sell |
511
-1,984
| -80% | -$233K | ﹤0.01% | 535 |
|
|
2023
Q2 | $303K | Buy |
2,495
+8
| +0.3% | +$873 | 0.02% | 346 |
|
|
2023
Q1 | $253K | Buy |
2,487
+636
| +34% | +$61.4K | 0.02% | 351 |
|
|
2022
Q4 | $162K | Buy |
1,851
+68
| +4% | +$5.51K | 0.01% | 400 |
|
|
2022
Q3 | $129K | Buy |
1,783
+1,238
| +227% | +$96.2K | 0.01% | 415 |
|
|
2022
Q2 | $37K | Sell |
545
-6,376
| -92% | -$467K | ﹤0.01% | 571 |
|
|
2022
Q1 | $544K | Sell |
6,921
-27,800
| -80% | -$2.5M | 0.03% | 281 |
|
|
2021
Q4 | $3.9M | Sell |
34,721
-2,407
| -6% | -$246K | 0.19% | 124 |
|
|
2021
Q3 | $3.37M | Sell |
37,128
-2,070
| -5% | -$205K | 0.18% | 130 |
|
|
2021
Q2 | $3.77M | Sell |
39,198
-19,457
| -33% | -$1.88M | 0.2% | 123 |
|
|
2021
Q1 | $5.75M | Buy |
58,655
+55,659
| +1,858% | +$4.68M | 0.32% | 89 |
|
|
2020
Q4 | $221K | Hold |
2,996
| – | – | 0.01% | 347 |
|
|
2020
Q3 | $237K | Buy |
+2,996
| New | +$213K | 0.02% | 278 |
|
|
2018
Q4 | – | Sell |
-6,337
| Closed | -$286K | – | 307 |
|
|
2018
Q3 | $286K | Buy |
+6,337
| New | +$319K | 0.03% | 275 |
|
|
2014
Q3 | – | Sell |
-26,159
| Closed | -$1.04M | – | 243 |
|
|
2014
Q2 | $1.04M | Sell |
26,159
-38,976
| -60% | -$1.48M | 0.17% | 138 |
|
|
2014
Q1 | $2.46M | Buy |
65,135
+7,407
| +13% | +$283K | 0.42% | 84 |
|
|
2013
Q4 | $2.17M | Buy |
+57,728
| New | +$1.95M | 0.37% | 91 |
|
Other funds holding LEN
VCM
GA
VPM
