Concord Asset Management (Virginia)’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
Q1 | – | Sell |
-4,068
| Closed | -$537K | – | 134 |
|
|
2024
Q4 | $537K | Buy |
4,068
+214
| +6% | +$28.3K | 0.12% | 105 |
|
|
2024
Q3 | $699K | Buy |
3,854
+155
| +4% | +$28.1K | 0.16% | 90 |
|
|
2024
Q2 | $537K | Buy |
3,699
+96
| +3% | +$13.9K | 0.13% | 99 |
|
|
2024
Q1 | $600K | Buy |
3,603
+2,203
| +157% | +$367K | 0.16% | 95 |
|
|
2023
Q4 | $202K | Sell |
1,400
-3,003
| -68% | -$433K | 0.06% | 133 |
|
|
2023
Q3 | $478K | Buy |
4,403
+1,200
| +37% | +$130K | 0.16% | 84 |
|
|
2023
Q2 | $389K | Buy |
3,203
+644
| +25% | +$78.1K | 0.14% | 84 |
|
|
2023
Q1 | $260K | Buy |
+2,559
| New | +$260K | 0.11% | 91 |
|