Simon Quick 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 | $733K | Buy |
6,625
+2,935
| +80% | +$325K | 0.03% | 319 |
|
|
2025
Q1 | $424K | Buy |
+3,690
| New | +$424K | 0.02% | 336 |
|
|
2020
Q4 | – | Sell |
-775
| Closed | -$61K | – | 500 |
|
|
2020
Q3 | $61K | Hold |
775
| – | – | 0.02% | 172 |
|
|
2020
Q2 | $46K | Hold |
775
| – | – | 0.02% | 197 |
|
|
2020
Q1 | $29K | Sell |
775
-158
| -17% | -$5.91K | 0.01% | 249 |
|
|
2019
Q4 | $50K | Buy |
933
+158
| +20% | +$8.47K | 0.02% | 222 |
|
|
2019
Q3 | $42K | Buy |
+775
| New | +$42K | 0.02% | 193 |
|
|
2019
Q2 | – | Sell |
-981
| Closed | -$47K | – | 550 |
|
|
2019
Q1 | $47K | Hold |
981
| – | – | 0.02% | 207 |
|
|
2018
Q4 | $37K | Sell |
981
-129
| -12% | -$4.87K | 0.01% | 211 |
|
|
2018
Q3 | $50K | Sell |
1,110
-388
| -26% | -$17.5K | 0.02% | 174 |
|
|
2018
Q2 | $76K | Sell |
1,498
-1,498
| -50% | -$76K | 0.03% | 144 |
|
|
2018
Q1 | $171K | Buy |
2,996
+1,550
| +107% | +$88.5K | 0.07% | 96 |
|
|
2017
Q4 | $88K | Sell |
1,446
-25
| -2% | -$1.52K | 0.04% | 166 |
|
|
2017
Q3 | $74K | Buy |
+1,471
| New | +$74K | 0.03% | 223 |
|