Phoenix Financial’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,430
Closed -$260K 375
2024
Q3
$260K Buy
+1,430
New +$260K ﹤0.01% 308
2022
Q3
Sell
-667,740
Closed -$45.6M 339
2022
Q2
$45.6M Sell
667,740
-155,181
-19% -$10.6M 0.93% 39
2022
Q1
$64.7M Buy
822,921
+4,189
+0.5% +$329K 1.09% 29
2021
Q4
$92.1M Buy
818,732
+191,006
+30% +$21.5M 1.52% 14
2021
Q3
$56.9M Buy
627,726
+112,703
+22% +$10.2M 0.99% 29
2021
Q2
$49.6M Hold
515,023
0.94% 35
2021
Q1
$50.5M Buy
515,023
+30,990
+6% +$3.04M 1.14% 20
2020
Q4
$35.7M Sell
484,033
-41,320
-8% -$3.04M 0.96% 31
2020
Q3
$39.2M Sell
525,353
-20,660
-4% -$1.54M 1.64% 11
2020
Q2
$30.9M Buy
546,013
+48,982
+10% +$2.77M 1.31% 14
2020
Q1
$18M Buy
497,031
+103,816
+26% +$3.75M 0.91% 36
2019
Q4
$21.1M Sell
393,215
-123,960
-24% -$6.65M 0.88% 52
2019
Q3
$26.7M Buy
+517,175
New +$26.7M 1.26% 22