Summit Securities Group’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,268
| Closed | -$410K | – | 825 |
|
|
2024
Q4 | $410K | Hold |
3,268
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $537K | Hold |
3,268
| – | – | 0.14% | 37 |
|
|
2024
Q2 | $433K | Hold |
3,268
| – | – | 0.08% | 47 |
|
|
2024
Q1 | $479K | Hold |
3,268
| – | – | 0.08% | 33 |
|
|
2023
Q4 | $416K | Hold |
3,268
| – | – | 0.04% | 82 |
|
|
2023
Q3 | $318K | Hold |
3,268
| – | – | 0.03% | 59 |
|
|
2023
Q2 | $351K | Hold |
3,268
| – | – | 0.05% | 90 |
|
|
2023
Q1 | $277K | Hold |
3,268
| – | – | 0.02% | 92 |
|
|
2022
Q4 | $232K | Hold |
3,268
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $185K | Hold |
3,268
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $182K | Hold |
3,268
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $212K | Hold |
3,268
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $297K | Hold |
3,268
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $241K | Hold |
3,268
| – | – | 0.02% | 282 |
|
|
2021
Q2 | $253K | Hold |
3,268
| – | – | 0.02% | 275 |
|
|
2021
Q1 | $256K | Buy |
+3,268
| New | +$256K | 0.03% | 209 |
|