SVB Wealth’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
Q1 | – | Sell |
-3,237
| Closed | -$427K | – | 1658 |
|
|
2024
Q4 | $427K | Buy |
+3,237
| New | +$427K | 0.01% | 457 |
|
|
2024
Q3 | – | Sell |
-3,567
| Closed | -$518K | – | 345 |
|
|
2024
Q2 | $518K | Sell |
3,567
-478
| -12% | -$69.4K | 0.01% | 424 |
|
|
2024
Q1 | $674K | Buy |
4,045
+556
| +16% | +$92.6K | 0.02% | 415 |
|
|
2023
Q4 | $503K | Sell |
3,489
-894
| -20% | -$129K | 0.01% | 475 |
|
|
2023
Q3 | $476K | Buy |
4,383
+190
| +5% | +$20.6K | 0.01% | 473 |
|
|
2023
Q2 | $509K | Sell |
4,193
-325
| -7% | -$39.4K | 0.01% | 481 |
|
|
2023
Q1 | $460K | Buy |
4,518
+41
| +0.9% | +$4.17K | 0.01% | 555 |
|
|
2022
Q4 | $392K | Buy |
4,477
+931
| +26% | +$81.6K | 0.01% | 629 |
|
|
2022
Q3 | $256K | Buy |
+3,546
| New | +$256K | ﹤0.01% | 749 |
|
|
2021
Q4 | – | Sell |
-18,232
| Closed | -$1.65M | – | 897 |
|
|
2021
Q3 | $1.65M | Buy |
18,232
+223
| +1% | +$20.2K | 0.02% | 290 |
|
|
2021
Q2 | $1.73M | Buy |
18,009
+118
| +0.7% | +$11.3K | 0.02% | 279 |
|
|
2021
Q1 | $1.75M | Buy |
17,891
+2,355
| +15% | +$231K | 0.02% | 256 |
|
|
2020
Q4 | $1.15M | Buy |
15,536
+1,062
| +7% | +$78.3K | 0.02% | 311 |
|
|
2020
Q3 | $1.14M | Buy |
14,474
+4,076
| +39% | +$322K | 0.02% | 277 |
|
|
2020
Q2 | $620K | Buy |
+10,398
| New | +$620K | 0.01% | 333 |
|
|
2018
Q4 | – | Sell |
-60,766
| Closed | -$2.75M | – | 423 |
|
|
2018
Q3 | $2.75M | Buy |
60,766
+17
| +0% | +$769 | 0.1% | 147 |
|
|
2018
Q2 | $3.09M | Buy |
+60,749
| New | +$3.09M | 0.12% | 128 |
|
|
2017
Q4 | – | Sell |
-6,513
| Closed | -$327K | – | 487 |
|
|
2017
Q3 | $327K | Sell |
6,513
-358
| -5% | -$18K | 0.01% | 391 |
|
|
2017
Q2 | $349K | Buy |
6,871
+270
| +4% | +$13.7K | 0.01% | 387 |
|
|
2017
Q1 | $322K | Buy |
6,601
+403
| +7% | +$19.7K | 0.01% | 397 |
|
|
2016
Q4 | $253K | Hold |
6,198
| – | – | 0.01% | 435 |
|
|
2016
Q3 | $250K | Buy |
+6,198
| New | +$250K | 0.01% | 463 |
|