Stamos Capital Partners’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 | $4.86M | Buy |
43,965
+18,090
| +70% | +$2M | 0.87% | 31 |
|
2025
Q1 | $2.97M | Buy |
25,875
+14,481
| +127% | +$1.66M | 0.78% | 34 |
|
2024
Q4 | $1.5M | Buy |
11,394
+7,365
| +183% | +$972K | 0.35% | 79 |
|
2024
Q3 | $731K | Sell |
4,029
-1,188
| -23% | -$216K | 0.17% | 106 |
|
2024
Q2 | $757K | Buy |
5,217
+2,211
| +74% | +$321K | 0.16% | 115 |
|
2024
Q1 | $500K | Sell |
3,006
-455
| -13% | -$75.8K | 0.11% | 107 |
|
2023
Q4 | $499K | Sell |
3,461
-3,636
| -51% | -$525K | 0.14% | 106 |
|
2023
Q3 | $771K | Hold |
7,097
| – | – | 0.17% | 102 |
|
2023
Q2 | $861K | Sell |
7,097
-1,353
| -16% | -$164K | 0.2% | 93 |
|
2023
Q1 | $860K | Hold |
8,450
| – | – | 0.22% | 78 |
|
2022
Q4 | $740K | Sell |
8,450
-19,245
| -69% | -$1.69M | 0.23% | 90 |
|
2022
Q3 | $2M | Buy |
27,695
+13,409
| +94% | +$968K | 0.51% | 54 |
|
2022
Q2 | $976K | Buy |
+14,286
| New | +$976K | 0.3% | 73 |
|
2019
Q1 | – | Sell |
-12,396
| Closed | -$470K | – | 83 |
|
2018
Q4 | $470K | Buy |
+12,396
| New | +$470K | 0.35% | 61 |
|