Petrus Trust Company’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
Q1 | – | Sell |
-3,769
| Closed | -$498K | – | 699 |
|
|
2024
Q4 | $498K | Buy |
+3,769
| New | +$498K | 0.05% | 216 |
|
|
2024
Q2 | – | Sell |
-1,382
| Closed | -$230K | – | 683 |
|
|
2024
Q1 | $230K | Sell |
1,382
-2,467
| -64% | -$411K | 0.02% | 535 |
|
|
2023
Q4 | $555K | Buy |
3,849
+416
| +12% | +$60K | 0.05% | 184 |
|
|
2023
Q3 | $373K | Buy |
3,433
+173
| +5% | +$18.8K | 0.04% | 304 |
|
|
2023
Q2 | $395K | Buy |
3,260
+170
| +6% | +$20.6K | 0.04% | 252 |
|
|
2023
Q1 | $314K | Sell |
3,090
-554
| -15% | -$56.4K | 0.04% | 272 |
|
|
2022
Q4 | $319K | Buy |
+3,644
| New | +$319K | 0.04% | 241 |
|
|
2020
Q4 | – | Sell |
-4,103
| Closed | -$324K | – | 160 |
|
|
2020
Q3 | $324K | Sell |
4,103
-1,200
| -23% | -$94.8K | 0.03% | 68 |
|
|
2020
Q2 | $316K | Buy |
+5,303
| New | +$316K | 0.04% | 62 |
|