Summit Trail Advisors’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
2024
Q4
Sell
2024
Q3
$561K Buy
2024
Q2
$328K Buy
2024
Q1
$344K Sell
2023
Q4
$346K Sell
2023
Q3
$265K Buy
2023
Q2
$295K Buy
2018
Q1
Sell
2017
Q4
$222K Buy