Shelton Capital Management’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 |
-1,540
| Closed | -$203K | – | 729 |
|
|
2024
Q4 | $203K | Sell |
1,540
-9,297
| -86% | -$1.23M | 0.01% | 696 |
|
|
2024
Q3 | $1.97M | Sell |
10,837
-6,393
| -37% | -$1.16M | 0.05% | 240 |
|
|
2024
Q2 | $2.5M | Sell |
17,230
-25,825
| -60% | -$3.75M | 0.07% | 218 |
|
|
2024
Q1 | $7.17M | Sell |
43,055
-50,204
| -54% | -$8.36M | 0.2% | 114 |
|
|
2023
Q4 | $13.5M | Buy |
93,259
+54,695
| +142% | +$7.89M | 0.43% | 53 |
|
|
2023
Q3 | $4.19M | Buy |
38,564
+25,205
| +189% | +$2.74M | 0.15% | 160 |
|
|
2023
Q2 | $1.62M | Buy |
+13,359
| New | +$1.62M | 0.06% | 240 |
|
|
2022
Q1 | – | Sell |
-1,856
| Closed | -$209K | – | 832 |
|
|
2021
Q4 | $209K | Sell |
1,856
-1,137
| -38% | -$128K | 0.01% | 773 |
|
|
2021
Q3 | $271K | Hold |
2,993
| – | – | 0.01% | 603 |
|
|
2021
Q2 | $288K | Sell |
2,993
-3,403
| -53% | -$327K | 0.01% | 592 |
|
|
2021
Q1 | $626K | Sell |
6,396
-1,791
| -22% | -$175K | 0.02% | 333 |
|
|
2020
Q4 | $604K | Sell |
8,187
-1,239
| -13% | -$91.4K | 0.03% | 312 |
|
|
2020
Q3 | $745K | Sell |
9,426
-79,438
| -89% | -$6.28M | 0.03% | 373 |
|
|
2020
Q2 | $5.3M | Sell |
88,864
-1,730
| -2% | -$103K | 0.29% | 64 |
|
|
2020
Q1 | $3.35M | Sell |
90,594
-6,405
| -7% | -$237K | 0.24% | 82 |
|
|
2019
Q4 | $5.24M | Sell |
96,999
-27,168
| -22% | -$1.47M | 0.29% | 69 |
|
|
2019
Q3 | $6.71M | Buy |
124,167
+59,914
| +93% | +$3.24M | 0.4% | 56 |
|
|
2019
Q2 | $3.01M | Buy |
64,253
+61,099
| +1,937% | +$2.87M | 0.17% | 113 |
|
|
2019
Q1 | $62.2K | Sell |
3,154
-61,099
| -95% | -$1.2M | 0.25% | 89 |
|
|
2018
Q4 | $2.44M | Buy |
64,253
+30,990
| +93% | +$1.17M | 0.17% | 126 |
|
|
2018
Q3 | $1.5M | Hold |
33,263
| – | – | 0.09% | 191 |
|
|
2018
Q2 | $1.69M | Buy |
+33,263
| New | +$1.69M | 0.11% | 172 |
|