Summit Trail 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 | $1.41M | Buy |
+12,708
| New | +$1.41M | 0.02% | 358 |
|
|
2024
Q4 | – | Sell |
-3,089
| Closed | -$561K | – | 602 |
|
|
2024
Q3 | $561K | Buy |
3,089
+830
| +37% | +$151K | 0.01% | 377 |
|
|
2024
Q2 | $328K | Buy |
2,259
+196
| +10% | +$28.4K | 0.01% | 467 |
|
|
2024
Q1 | $344K | Sell |
2,063
-337
| -14% | -$56.1K | 0.01% | 421 |
|
|
2023
Q4 | $346K | Sell |
2,400
-37
| -2% | -$5.34K | 0.01% | 365 |
|
|
2023
Q3 | $265K | Buy |
2,437
+3
| +0.1% | +$326 | 0.01% | 411 |
|
|
2023
Q2 | $295K | Buy |
+2,434
| New | +$295K | 0.01% | 380 |
|
|
2018
Q1 | – | Sell |
-3,384
| Closed | -$222K | – | 1125 |
|
|
2017
Q4 | $222K | Buy |
+3,384
| New | +$222K | 0.03% | 395 |
|