Sage Mountain Advisors’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
$314K Buy
2,840
+808
+40% +$89.4K 0.02% 313
2025
Q1
$233K Sell
2,032
-98
-5% -$11.2K 0.02% 346
2024
Q4
$281K Buy
2,130
+74
+4% +$9.77K 0.02% 306
2024
Q3
$373K Buy
2,056
+340
+20% +$61.7K 0.03% 247
2024
Q2
$249K Sell
1,716
-1
-0.1% -$145 0.02% 301
2024
Q1
$286K Sell
1,717
-105
-6% -$17.5K 0.03% 248
2023
Q4
$263K Sell
1,822
-35
-2% -$5.05K 0.03% 220
2023
Q3
$202K Buy
1,857
+4
+0.2% +$435 0.03% 252
2023
Q2
$225K Buy
1,853
+51
+3% +$6.19K 0.03% 229
2023
Q1
$183K Buy
+1,802
New +$183K 0.03% 241