Montgomery Investment 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 | $7.48M | Sell |
67,613
-850
| -1% | -$94K | 2.89% | 10 |
|
|
2025
Q1 | $7.86M | Sell |
68,463
-2,259
| -3% | -$259K | 3.13% | 9 |
|
|
2024
Q4 | $9.34M | Sell |
70,722
-413
| -0.6% | -$54.5K | 3.68% | 8 |
|
|
2024
Q3 | $12.9M | Hold |
71,135
| – | – | 4.67% | 5 |
|
|
2024
Q2 | $10.3M | Hold |
71,135
| – | – | 4.08% | 7 |
|
|
2024
Q1 | $11.8M | Sell |
71,135
-27,891
| -28% | -$4.64M | 4.52% | 6 |
|
|
2023
Q4 | $14.3M | Sell |
99,026
-74
| -0.1% | -$10.7K | 4.39% | 7 |
|
|
2023
Q3 | $10.8M | Sell |
99,100
-695
| -0.7% | -$75.5K | 3.71% | 10 |
|
|
2023
Q2 | $12.1M | Sell |
99,795
-222
| -0.2% | -$26.9K | 4.07% | 10 |
|
|
2023
Q1 | $10.2M | Hold |
100,017
| – | – | 3.6% | 11 |
|
|
2022
Q4 | $8.76M | Hold |
100,017
| – | – | 3.11% | 11 |
|
|
2022
Q3 | $7.22M | Sell |
100,017
-136
| -0.1% | -$9.82K | 2.96% | 12 |
|
|
2022
Q2 | $6.84M | Sell |
100,153
-1,371
| -1% | -$93.7K | 2.77% | 14 |
|
|
2022
Q1 | $7.98M | Hold |
101,524
| – | – | 2.73% | 15 |
|
|
2021
Q4 | $11.4M | Sell |
101,524
-2,050
| -2% | -$231K | 3.84% | 8 |
|
|
2021
Q3 | $9.39M | Buy |
103,574
+2,050
| +2% | +$186K | 3.51% | 8 |
|
|
2021
Q2 | $9.76M | Sell |
101,524
-2,050
| -2% | -$197K | 3.62% | 7 |
|
|
2021
Q1 | $10.2M | Hold |
103,574
| – | – | 3.89% | 6 |
|
|
2020
Q4 | $7.64M | Hold |
103,574
| – | – | 3.51% | 10 |
|
|
2020
Q3 | $8.19M | Sell |
103,574
-28,124
| -21% | -$2.22M | 4.3% | 6 |
|
|
2020
Q2 | $7.86M | Sell |
131,698
-5,914
| -4% | -$353K | 4.26% | 7 |
|
|
2020
Q1 | $5.09M | Sell |
137,612
-1,097
| -0.8% | -$40.6K | 3.32% | 7 |
|
|
2019
Q4 | $7.49M | Sell |
138,709
-1,097
| -0.8% | -$59.2K | 3.06% | 10 |
|
|
2019
Q3 | $7.56M | Sell |
139,806
-913
| -0.6% | -$49.4K | 3.23% | 9 |
|
|
2019
Q2 | $6.6M | Sell |
140,719
-732
| -0.5% | -$34.3K | 2.89% | 10 |
|
|
2019
Q1 | $6.72M | Sell |
141,451
-187
| -0.1% | -$8.89K | 3% | 8 |
|
|
2018
Q4 | $5.37M | Sell |
141,638
-338
| -0.2% | -$12.8K | 2.72% | 10 |
|
|
2018
Q3 | $6.42M | Sell |
141,976
-2
| -0% | -$90 | 2.64% | 10 |
|
|
2018
Q2 | $7.22M | Sell |
141,978
-2,102
| -1% | -$107K | 2.97% | 10 |
|
|
2018
Q1 | $8.22M | Buy |
+144,080
| New | +$8.22M | 3.45% | 8 |
|