Concentric Capital Strategies’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	$1.28M	Buy	+11,607	New	+$1.28M	0.06%	195
2024 Q1	–	Sell	-21,856	Closed	-$3.15M	–	311
2023 Q4	$3.15M	Buy	+21,856	New	+$3.15M	0.36%	68