Private 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
Q2 | $17.8K | Sell |
161
-311
| -66% | -$34.4K | ﹤0.01% | 1619 |
|
|
2025
Q1 | $54.2K | Sell |
472
-124
| -21% | -$14.2K | 0.01% | 1164 |
|
|
2024
Q4 | $78.7K | Sell |
596
-226
| -27% | -$29.8K | 0.01% | 1001 |
|
|
2024
Q3 | $149K | Buy |
822
+148
| +22% | +$26.9K | 0.02% | 793 |
|
|
2024
Q2 | $97.7K | Buy |
674
+39
| +6% | +$5.65K | 0.01% | 894 |
|
|
2024
Q1 | $106K | Buy |
635
+7
| +1% | +$1.17K | 0.01% | 845 |
|
|
2023
Q4 | $90.6K | Sell |
628
-185
| -23% | -$26.7K | 0.01% | 863 |
|
|
2023
Q3 | $88.3K | Sell |
813
-145
| -15% | -$15.8K | 0.01% | 846 |
|
|
2023
Q2 | $116K | Buy |
958
+553
| +137% | +$67.1K | 0.01% | 753 |
|
|
2023
Q1 | $41.2K | Sell |
405
-56
| -12% | -$5.7K | 0.01% | 1061 |
|
|
2022
Q4 | $40K | Sell |
461
-98
| -18% | -$8.5K | 0.01% | 1042 |
|
|
2022
Q3 | $40K | Buy |
559
+5
| +0.9% | +$358 | 0.01% | 969 |
|
|
2022
Q2 | $38K | Buy |
+554
| New | +$38K | 0.01% | 1023 |
|
|
2016
Q3 | – | Sell |
-17,245
| Closed | -$756K | – | 325 |
|
|
2016
Q2 | $756K | Buy |
17,245
+5,107
| +42% | +$224K | 0.2% | 128 |
|
|
2016
Q1 | $558K | Sell |
12,138
-671
| -5% | -$30.8K | 0.15% | 166 |
|
|
2015
Q4 | $596K | Buy |
+12,809
| New | +$596K | 0.17% | 156 |
|
|
2014
Q1 | – | Sell |
-55
| Closed | -$2K | – | 1855 |
|
|
2013
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 1466 |
|
|
2013
Q3 | $2K | Sell |
55
-707
| -93% | -$25.7K | ﹤0.01% | 1419 |
|
|
2013
Q2 | $26K | Buy |
+762
| New | +$26K | 0.01% | 566 |
|