Phoenix Financial’s Landsea Homes LSEA Stock Holding History

Phoenix Financial’s Portfolio LSEA Stock Details LSEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19,780	Closed	-$127K	–	442
2025 Q1	$127K	Hold	19,780	–	–	﹤0.01%	360
2024 Q4	$168K	Buy	+19,780	New	+$213K	﹤0.01%	348

Other funds holding LSEA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Phoenix Financial's LSEA Position: Q2 2025 in Review

Phoenix Financial sold out of Landsea Homes (LSEA) in Q2 2025, closing a stake of 19,780 shares — an estimated $127K sold.

Phoenix Financial first reported a position in LSEA in Q4 2024 and held it in 2 quarters. The position peaked at $168K in Q4 2024. 1 fund tracked by Wall St. Rank holds LSEA as of Q2 2025.

Phoenix Financial reported no remaining Landsea Homes position as of Q2 2025 after selling out during the quarter.
Phoenix Financial sold 19,780 Landsea Homes shares in Q2 2025, an estimated $127K.
Phoenix Financial first reported a position in Landsea Homes in Q4 2024 and held it in 2 quarters.
Phoenix Financial's Landsea Homes position peaked at $168K in Q4 2024.
1 fund tracked by Wall St. Rank held Landsea Homes as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.