Trust Asset Management’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
$306K Hold
2,767
0.02% 177
2025
Q1
$318K Sell
2,767
-281
-9% -$32.3K 0.03% 169
2024
Q4
$402K Hold
3,048
0.03% 148
2024
Q3
$553K Hold
3,048
0.04% 132
2024
Q2
$442K Hold
3,048
0.04% 139
2024
Q1
$508K Hold
3,048
0.04% 135
2023
Q4
$440K Hold
3,048
0.04% 137
2023
Q3
$331K Hold
3,048
0.04% 147
2023
Q2
$370K Hold
3,048
0.04% 144
2023
Q1
$310K Buy
3,048
+15
+0.5% +$1.53K 0.03% 156
2022
Q4
$266K Hold
3,033
0.03% 171
2022
Q3
$219K Buy
+3,033
New +$219K 0.03% 178
2022
Q2
Sell
-2,856
Closed -$224K 194
2022
Q1
$224K Buy
2,856
+83
+3% +$6.51K 0.03% 181
2021
Q4
$312K Hold
2,773
0.04% 166
2021
Q3
$251K Buy
2,773
+186
+7% +$16.8K 0.03% 176
2021
Q2
$249K Buy
2,587
+294
+13% +$28.3K 0.03% 170
2021
Q1
$225K Buy
+2,293
New +$225K 0.03% 169