Concurrent Investment Advisors’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$681K Buy
2025
Q1
$612K Buy
2024
Q4
$638K Sell
2024
Q3
$878K Buy
2024
Q2
$665K Sell
2024
Q1
$770K Sell
2023
Q4
$737K Buy