Whittier Trust’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 | $784K | Buy |
7,089
+63
| +0.9% | +$6.97K | 0.01% | 420 |
|
|
2025
Q1 | $806K | Sell |
7,026
-261
| -4% | -$30K | 0.01% | 411 |
|
|
2024
Q4 | $962K | Buy |
7,287
+308
| +4% | +$40.7K | 0.01% | 390 |
|
|
2024
Q3 | $1.27M | Hold |
6,979
| – | – | 0.02% | 344 |
|
|
2024
Q2 | $1.01M | Sell |
6,979
-39
| -0.6% | -$5.66K | 0.01% | 358 |
|
|
2024
Q1 | $1.17M | Buy |
7,018
+312
| +5% | +$51.9K | 0.02% | 335 |
|
|
2023
Q4 | $968K | Sell |
6,706
-4
| -0.1% | -$577 | 0.02% | 363 |
|
|
2023
Q3 | $729K | Buy |
6,710
+4
| +0.1% | +$435 | 0.01% | 398 |
|
|
2023
Q2 | $814K | Hold |
6,706
| – | – | 0.01% | 386 |
|
|
2023
Q1 | $682K | Hold |
6,706
| – | – | 0.01% | 415 |
|
|
2022
Q4 | $588K | Sell |
6,706
-83
| -1% | -$7.27K | 0.01% | 441 |
|
|
2022
Q3 | $490K | Buy |
6,789
+556
| +9% | +$40.1K | 0.01% | 457 |
|
|
2022
Q2 | $426K | Buy |
6,233
+29
| +0.5% | +$1.98K | 0.01% | 485 |
|
|
2022
Q1 | $487K | Buy |
6,204
+105
| +2% | +$8.24K | 0.01% | 499 |
|
|
2021
Q4 | $686K | Hold |
6,099
| – | – | 0.01% | 432 |
|
|
2021
Q3 | $554K | Hold |
6,099
| – | – | 0.01% | 444 |
|
|
2021
Q2 | $586K | Hold |
6,099
| – | – | 0.01% | 445 |
|
|
2021
Q1 | $597K | Hold |
6,099
| – | – | 0.01% | 441 |
|
|
2020
Q4 | $450K | Buy |
6,099
+4,132
| +210% | +$305K | 0.01% | 447 |
|
|
2020
Q3 | $155K | Hold |
1,967
| – | – | ﹤0.01% | 623 |
|
|
2020
Q2 | $117K | Sell |
1,967
-686
| -26% | -$40.8K | ﹤0.01% | 648 |
|
|
2020
Q1 | $98K | Buy |
2,653
+106
| +4% | +$3.92K | ﹤0.01% | 664 |
|
|
2019
Q4 | $138K | Buy |
2,547
+686
| +37% | +$37.2K | ﹤0.01% | 628 |
|
|
2019
Q3 | $101K | Hold |
1,861
| – | – | ﹤0.01% | 690 |
|
|
2019
Q2 | $87K | Hold |
1,861
| – | – | ﹤0.01% | 684 |
|
|
2019
Q1 | $88K | Hold |
1,861
| – | – | ﹤0.01% | 684 |
|
|
2018
Q4 | $71K | Hold |
1,861
| – | – | ﹤0.01% | 707 |
|
|
2018
Q3 | $84K | Hold |
1,861
| – | – | ﹤0.01% | 672 |
|
|
2018
Q2 | $95K | Hold |
1,861
| – | – | ﹤0.01% | 631 |
|
|
2018
Q1 | $106K | Buy |
1,861
+1,471
| +377% | +$83.8K | ﹤0.01% | 634 |
|
|
2017
Q4 | $24K | Sell |
390
-7
| -2% | -$431 | ﹤0.01% | 891 |
|
|
2017
Q3 | $20K | Buy |
+397
| New | +$20K | ﹤0.01% | 905 |
|
|
2017
Q1 | – | Sell |
-30
| Closed | -$1K | – | 1366 |
|
|
2016
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1148 |
|