Montgomery Investment Management’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Sell |
57,068
-4,600
| -7% | -$484K | 2.32% | 13 |
|
|
2025
Q1 | $6.73M | Sell |
61,668
-3,102
| -5% | -$338K | 2.68% | 12 |
|
|
2024
Q4 | $8.14M | Sell |
64,770
-999
| -2% | -$125K | 3.2% | 10 |
|
|
2024
Q3 | $10.8M | Sell |
65,769
-430
| -0.6% | -$70.7K | 3.91% | 8 |
|
|
2024
Q2 | $8.77M | Hold |
66,199
| – | – | 3.47% | 10 |
|
|
2024
Q1 | $9.7M | Sell |
66,199
-61,520
| -48% | -$9.02M | 3.7% | 8 |
|
|
2023
Q4 | $16.3M | Sell |
127,719
-53
| -0% | -$6.75K | 5% | 4 |
|
|
2023
Q3 | $12.4M | Buy |
127,772
+1,711
| +1% | +$166K | 4.28% | 6 |
|
|
2023
Q2 | $13.5M | Buy |
126,061
+16
| +0% | +$1.72K | 4.55% | 7 |
|
|
2023
Q1 | $10.7M | Sell |
126,045
-106
| -0.1% | -$9K | 3.78% | 10 |
|
|
2022
Q4 | $8.97M | Buy |
126,151
+587
| +0.5% | +$41.7K | 3.19% | 10 |
|
|
2022
Q3 | $7.1M | Buy |
125,564
+1,171
| +0.9% | +$66.2K | 2.91% | 13 |
|
|
2022
Q2 | $6.94M | Buy |
124,393
+473
| +0.4% | +$26.4K | 2.81% | 13 |
|
|
2022
Q1 | $8.05M | Buy |
123,920
+3,166
| +3% | +$206K | 2.76% | 14 |
|
|
2021
Q4 | $11M | Buy |
120,754
+3,472
| +3% | +$316K | 3.69% | 9 |
|
|
2021
Q3 | $8.65M | Buy |
117,282
+41
| +0% | +$3.02K | 3.23% | 10 |
|
|
2021
Q2 | $9.08M | Sell |
117,241
-1,431
| -1% | -$111K | 3.37% | 8 |
|
|
2021
Q1 | $9.29M | Buy |
118,672
+421
| +0.4% | +$33K | 3.56% | 7 |
|
|
2020
Q4 | $6.88M | Buy |
118,251
+1,147
| +1% | +$66.7K | 3.16% | 11 |
|
|
2020
Q3 | $7.31M | Buy |
117,104
+26,741
| +30% | +$1.67M | 3.83% | 10 |
|
|
2020
Q2 | $3.96M | Buy |
90,363
+2,273
| +3% | +$99.6K | 2.15% | 17 |
|
|
2020
Q1 | $2.42M | Buy |
88,090
+5,365
| +6% | +$148K | 1.58% | 19 |
|
|
2019
Q4 | $3.52M | Buy |
82,725
+399
| +0.5% | +$17K | 1.44% | 20 |
|
|
2019
Q3 | $3.47M | Buy |
82,326
+7,559
| +10% | +$319K | 1.48% | 20 |
|
|
2019
Q2 | $2.74M | Buy |
74,767
+1,587
| +2% | +$58.1K | 1.2% | 25 |
|
|
2019
Q1 | $2.72M | Buy |
73,180
+3,077
| +4% | +$114K | 1.21% | 25 |
|
|
2018
Q4 | $2.09M | Buy |
70,103
+10,986
| +19% | +$327K | 1.06% | 30 |
|
|
2018
Q3 | $2.16M | Buy |
59,117
+8,500
| +17% | +$311K | 0.89% | 35 |
|
|
2018
Q2 | $2.05M | Buy |
50,617
+9,231
| +22% | +$375K | 0.85% | 34 |
|
|
2018
Q1 | $1.88M | Buy |
+41,386
| New | +$1.88M | 0.79% | 35 |
|