Concurrent Investment Advisors’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 | $681K | Buy |
6,154
+823
| +15% | +$91K | 0.01% | 734 |
|
|
2025
Q1 | $612K | Buy |
5,331
+499
| +10% | +$57.3K | 0.01% | 684 |
|
|
2024
Q4 | $638K | Sell |
4,832
-8
| -0.2% | -$1.06K | 0.02% | 599 |
|
|
2024
Q3 | $878K | Buy |
4,840
+259
| +6% | +$47K | 0.03% | 490 |
|
|
2024
Q2 | $665K | Sell |
4,581
-44
| -1% | -$6.38K | 0.02% | 515 |
|
|
2024
Q1 | $770K | Sell |
4,625
-483
| -9% | -$80.4K | 0.03% | 429 |
|
|
2023
Q4 | $737K | Buy |
+5,108
| New | +$737K | 0.03% | 396 |
|