Twin Capital 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 | $2.79M | Buy |
25,261
+938
| +4% | +$104K | 0.3% | 91 |
|
|
2025
Q1 | $2.79M | Sell |
24,323
-1,729
| -7% | -$198K | 0.33% | 81 |
|
|
2024
Q4 | $3.44M | Sell |
26,052
-2,376
| -8% | -$314K | 0.38% | 67 |
|
|
2024
Q3 | $5.16M | Sell |
28,428
-2,706
| -9% | -$491K | 0.58% | 36 |
|
|
2024
Q2 | $4.52M | Buy |
31,134
+662
| +2% | +$96K | 0.53% | 41 |
|
|
2024
Q1 | $5.07M | Sell |
30,472
-881
| -3% | -$147K | 0.63% | 34 |
|
|
2023
Q4 | $4.52M | Sell |
31,353
-657
| -2% | -$94.8K | 0.59% | 38 |
|
|
2023
Q3 | $3.48M | Sell |
32,010
-2,440
| -7% | -$265K | 0.5% | 47 |
|
|
2023
Q2 | $4.18M | Buy |
34,450
+2,728
| +9% | +$331K | 0.54% | 41 |
|
|
2023
Q1 | $3.23M | Sell |
31,722
-4,687
| -13% | -$477K | 0.44% | 64 |
|
|
2022
Q4 | $3.19M | Buy |
36,409
+3,053
| +9% | +$267K | 0.41% | 71 |
|
|
2022
Q3 | $2.41M | Sell |
33,356
-600
| -2% | -$43.3K | 0.33% | 92 |
|
|
2022
Q2 | $2.32M | Sell |
33,956
-746
| -2% | -$51K | 0.3% | 100 |
|
|
2022
Q1 | $2.73M | Sell |
34,702
-196
| -0.6% | -$15.4K | 0.29% | 106 |
|
|
2021
Q4 | $3.92M | Buy |
34,898
+28,245
| +425% | +$3.18M | 0.39% | 78 |
|
|
2021
Q3 | $603K | Buy |
6,653
+52
| +0.8% | +$4.71K | 0.06% | 254 |
|
|
2021
Q2 | $635K | Sell |
6,601
-83
| -1% | -$7.98K | 0.06% | 250 |
|
|
2021
Q1 | $655K | Sell |
6,684
-826
| -11% | -$80.9K | 0.07% | 245 |
|
|
2020
Q4 | $554K | Sell |
7,510
-145
| -2% | -$10.7K | 0.05% | 258 |
|
|
2020
Q3 | $605K | Buy |
+7,655
| New | +$605K | 0.05% | 242 |
|
|
2018
Q4 | – | Sell |
-31,476
| Closed | -$1.42M | – | 306 |
|
|
2018
Q3 | $1.42M | Sell |
31,476
-619
| -2% | -$28K | 0.07% | 249 |
|
|
2018
Q2 | $1.63M | Buy |
32,095
+423
| +1% | +$21.5K | 0.08% | 239 |
|
|
2018
Q1 | $1.81M | Sell |
31,672
-630
| -2% | -$35.9K | 0.09% | 235 |
|
|
2017
Q4 | $1.98M | Buy |
+32,302
| New | +$1.98M | 0.1% | 224 |
|