Concord Wealth Partners’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 |
-4,086
| Closed | -$539K | – | 892 |
|
|
2024
Q4 | $539K | Buy |
4,086
+329
| +9% | +$43.4K | 0.09% | 138 |
|
|
2024
Q3 | $682K | Buy |
3,757
+88
| +2% | +$16K | 0.11% | 118 |
|
|
2024
Q2 | $532K | Buy |
3,669
+1
| +0% | +$145 | 0.09% | 137 |
|
|
2024
Q1 | $611K | Buy |
3,668
+2,350
| +178% | +$391K | 0.11% | 129 |
|
|
2023
Q4 | $190K | Sell |
1,318
-3,773
| -74% | -$544K | 0.04% | 202 |
|
|
2023
Q3 | $553K | Buy |
5,091
+1,402
| +38% | +$152K | 0.12% | 120 |
|
|
2023
Q2 | $447K | Buy |
3,689
+1,703
| +86% | +$207K | 0.1% | 120 |
|
|
2023
Q1 | $202K | Buy |
1,986
+1,965
| +9,357% | +$200K | 0.06% | 159 |
|
|
2022
Q4 | $1.81K | Buy |
+21
| New | +$1.81K | ﹤0.01% | 958 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$12K | – | 695 |
|
|
2022
Q2 | $12K | Buy |
175
+10
| +6% | +$686 | ﹤0.01% | 653 |
|
|
2022
Q1 | $13K | Hold |
165
| – | – | ﹤0.01% | 717 |
|
|
2021
Q4 | $19K | Buy |
+165
| New | +$19K | ﹤0.01% | 659 |
|
|
2021
Q3 | – | Sell |
-165
| Closed | -$16K | – | 976 |
|
|
2021
Q2 | $16K | Buy |
165
+41
| +33% | +$3.98K | ﹤0.01% | 547 |
|
|
2021
Q1 | $12K | Buy |
+124
| New | +$12K | ﹤0.01% | 557 |
|