Oppenheimer Asset Management’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	$54.8M	Buy	630,743 +88,553	+16%	+$9.57M	0.63%	27
2025 Q4	$55.7M	Buy	542,190 +88,707	+20%	+$10.7M	0.69%	25
2025 Q3	$57.2M	Sell	453,483 -1,102	-0.2%	-$137K	0.63%	28
2025 Q2	$50.3M	Buy	454,585 +65,485	+17%	+$7.1M	0.58%	30
2025 Q1	$44.7M	Buy	389,100 +175,773	+82%	+$22M	0.55%	32
2024 Q4	$28.2M	Sell	213,327 -2,152	-1%	-$350K	0.34%	66
2024 Q3	$39.1M	Sell	215,479 -88,144	-29%	-$14.8M	0.47%	44
2024 Q2	$44.1M	Buy	303,623 +33,444	+12%	+$5.09M	0.56%	35
2024 Q1	$45M	Sell	270,179 -148,455	-35%	-$22.3M	0.66%	27
2023 Q4	$60.4M	Buy	418,634 +3,358	+0.8%	+$404K	0.84%	18
2023 Q3	$45.1M	Buy	415,276 +5,849	+1%	+$686K	0.69%	30
2023 Q2	$49.7M	Sell	409,427 -141,750	-26%	-$15.5M	0.73%	26
2023 Q1	$56.1M	Buy	551,177 +4,241	+0.8%	+$409K	0.86%	16
2022 Q4	$47.9M	Buy	546,936 +13,710	+3%	+$1.11M	0.77%	20
2022 Q3	$38.5M	Sell	533,226 -32,033	-6%	-$2.49M	0.68%	25
2022 Q2	$38.6M	Buy	+565,259	New	+$41.4M	0.65%	32
2020 Q2	–	Sell	-48	Closed	-$2K	–	1276
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	1475
2019 Q4	$3K	Hold	48	–	–	﹤0.01%	1556
2019 Q3	$3K	Hold	48	–	–	﹤0.01%	1555
2019 Q2	$3K	Sell	48 -28	-37%	-$1.4K	﹤0.01%	1574
2019 Q1	$4K	Sell	76 -125	-62%	-$5.66K	﹤0.01%	1547
2018 Q4	$9K	Buy	+201	New	+$8.19K	﹤0.01%	1517
2017 Q4	–	Sell	-66	Closed	-$4K	–	1295
2017 Q3	$4K	Hold	66	–	–	﹤0.01%	1586
2017 Q2	$4K	Sell	66 -365	-85%	-$18K	﹤0.01%	1577
2017 Q1	$22K	Buy	+431	New	+$19.5K	﹤0.01%	1465