Summit Financial’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 | $312K | Sell |
2,818
-18
| -0.6% | -$1.99K | 0.01% | 674 |
|
|
2025
Q1 | $326K | Sell |
2,836
-55
| -2% | -$6.31K | 0.01% | 597 |
|
|
2024
Q4 | $382K | Buy |
2,891
+173
| +6% | +$22.8K | 0.01% | 490 |
|
|
2024
Q3 | $493K | Buy |
2,718
+33
| +1% | +$5.99K | 0.02% | 375 |
|
|
2024
Q2 | $390K | Buy |
2,685
+1,188
| +79% | +$172K | 0.02% | 369 |
|
|
2024
Q1 | $249K | Sell |
1,497
-165
| -10% | -$27.5K | 0.01% | 344 |
|
|
2023
Q4 | $240K | Buy |
+1,662
| New | +$240K | 0.02% | 321 |
|
|
2023
Q3 | – | Sell |
-2,071
| Closed | -$251K | – | 342 |
|
|
2023
Q2 | $251K | Buy |
+2,071
| New | +$251K | 0.02% | 292 |
|