West Oak Capital’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 | $24.5K | Buy |
22,116
+3,360
| +18% | +$3.72K | 0.96% | 41 |
|
|
2025
Q1 | $21.5K | Sell |
18,756
-593
| -3% | -$681 | 0.83% | 38 |
|
|
2024
Q4 | $25.5M | Sell |
19,349
-31
| -0.2% | -$40.9K | 0.9% | 27 |
|
|
2024
Q3 | $35.2K | Sell |
19,380
-739
| -4% | -$1.34K | 0.65% | 18 |
|
|
2024
Q2 | $2.92M | Sell |
20,119
-785
| -4% | -$114K | 1.17% | 19 |
|
|
2024
Q1 | $3.48M | Buy |
20,904
+21
| +0.1% | +$3.5K | 1.48% | 16 |
|
|
2023
Q4 | $3.07M | Sell |
20,883
-548
| -3% | -$80.5K | 1.43% | 16 |
|
|
2023
Q3 | $2.33M | Sell |
21,431
-253
| -1% | -$27.5K | 1.16% | 25 |
|
|
2023
Q2 | $2.63M | Sell |
21,684
-222
| -1% | -$26.9K | 1.28% | 21 |
|
|
2023
Q1 | $2.23M | Sell |
21,906
-2,360
| -10% | -$240K | 1.13% | 26 |
|
|
2022
Q4 | $2.13M | Sell |
24,266
-1,235
| -5% | -$108K | 1.11% | 33 |
|
|
2022
Q3 | $1.84M | Buy |
25,501
+207
| +0.8% | +$14.9K | 1% | 39 |
|
|
2022
Q2 | $1.73M | Sell |
25,294
-16
| -0.1% | -$1.09K | 0.91% | 42 |
|
|
2022
Q1 | $1.99M | Sell |
25,310
-506
| -2% | -$39.8K | 0.9% | 43 |
|
|
2021
Q4 | $2.9M | Sell |
25,816
-1,121
| -4% | -$126K | 1.07% | 28 |
|
|
2021
Q3 | $2.44M | Sell |
26,937
-635
| -2% | -$57.6K | 0.95% | 34 |
|
|
2021
Q2 | $2.65M | Sell |
27,572
-3,119
| -10% | -$300K | 1.05% | 32 |
|
|
2021
Q1 | $3.01M | Sell |
30,691
-269
| -0.9% | -$26.4K | 1.29% | 21 |
|
|
2020
Q4 | $2.29M | Buy |
30,960
+150
| +0.5% | +$11.1K | 1.06% | 32 |
|
|
2020
Q3 | $2.44M | Sell |
30,810
-9,224
| -23% | -$729K | 1.34% | 19 |
|
|
2020
Q2 | $2.39M | Sell |
40,034
-3,213
| -7% | -$192K | 1.36% | 18 |
|
|
2020
Q1 | $1.6M | Buy |
43,247
+11,942
| +38% | +$442K | 1.09% | 35 |
|
|
2019
Q4 | $1.69M | Sell |
31,305
-3,383
| -10% | -$183K | 0.95% | 45 |
|
|
2019
Q3 | $1.88M | Buy |
34,688
+584
| +2% | +$31.6K | 1.1% | 38 |
|
|
2019
Q2 | $1.6M | Buy |
34,104
+743
| +2% | +$34.9K | 0.96% | 47 |
|
|
2019
Q1 | $1.59M | Buy |
33,361
+3,172
| +11% | +$151K | 0.99% | 44 |
|
|
2018
Q4 | $1.14M | Sell |
30,189
-2,366
| -7% | -$89.7K | 0.81% | 48 |
|
|
2018
Q3 | $1.47M | Buy |
32,555
+152
| +0.5% | +$6.87K | 0.85% | 51 |
|
|
2018
Q2 | $1.65M | Buy |
32,403
+1,188
| +4% | +$60.4K | 1% | 33 |
|
|
2018
Q1 | $1.78M | Sell |
31,215
-806
| -3% | -$46K | 1.06% | 24 |
|
|
2017
Q4 | $1.96M | Sell |
32,021
-2,028
| -6% | -$124K | 1.2% | 19 |
|
|
2017
Q3 | $1.71M | Sell |
34,049
-767
| -2% | -$38.5K | 1.02% | 28 |
|
|
2017
Q2 | $1.77M | Sell |
34,816
-325
| -0.9% | -$16.5K | 1.07% | 26 |
|
|
2017
Q1 | $1.71M | Sell |
35,141
-6
| -0% | -$292 | 1.05% | 30 |
|
|
2016
Q4 | $1.44M | Sell |
35,147
-15,655
| -31% | -$640K | 0.96% | 41 |
|
|
2016
Q3 | $2.05M | Buy |
50,802
+226
| +0.4% | +$9.11K | 1.41% | 14 |
|
|
2016
Q2 | $2.22M | Buy |
50,576
+22,258
| +79% | +$977K | 1.6% | 8 |
|
|
2016
Q1 | $1.3M | Buy |
28,318
+546
| +2% | +$25.1K | 1% | 41 |
|
|
2015
Q4 | $1.29M | Buy |
27,772
+1,692
| +6% | +$78.8K | 1% | 41 |
|
|
2015
Q3 | $1.19M | Sell |
26,080
-153
| -0.6% | -$7.01K | 0.96% | 41 |
|
|
2015
Q2 | $1.27M | Sell |
26,233
-935
| -3% | -$45.4K | 0.95% | 42 |
|
|
2015
Q1 | $1.34M | Sell |
27,168
-2,757
| -9% | -$136K | 0.98% | 42 |
|
|
2014
Q4 | $1.28M | Sell |
29,925
-336
| -1% | -$14.3K | 0.93% | 46 |
|
|
2014
Q3 | $1.12M | Sell |
30,261
-168
| -0.6% | -$6.21K | 0.84% | 49 |
|
|
2014
Q2 | $1.22M | Sell |
30,429
-137
| -0.4% | -$5.48K | 0.88% | 45 |
|
|
2014
Q1 | $1.15M | Buy |
30,566
+226
| +0.7% | +$8.52K | 0.85% | 46 |
|
|
2013
Q4 | $1.14M | Sell |
30,340
-1,235
| -4% | -$46.5K | 0.84% | 48 |
|
|
2013
Q3 | $1.06M | Buy |
31,575
+2,023
| +7% | +$68.2K | 0.83% | 53 |
|
|
2013
Q2 | $1.01M | Buy |
+29,552
| New | +$1.01M | 0.85% | 48 |
|