Ameritas Investment Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
5,054
-187
| -4% | -$63.2K | 0.05% | 400 |
|
|
2025
Q1 | $1.54M | Sell |
5,241
-94
| -2% | -$27.6K | 0.05% | 432 |
|
|
2024
Q4 | $1.91M | Sell |
5,335
-151
| -3% | -$54K | 0.06% | 354 |
|
|
2024
Q3 | $1.74M | Sell |
5,486
-343
| -6% | -$109K | 0.06% | 399 |
|
|
2024
Q2 | $1.47M | Sell |
5,829
-247
| -4% | -$62.4K | 0.05% | 446 |
|
|
2024
Q1 | $1.83M | Hold |
6,076
| – | – | 0.06% | 370 |
|
|
2023
Q4 | $2M | Sell |
6,076
-105
| -2% | -$34.6K | 0.07% | 306 |
|
|
2023
Q3 | $1.83M | Sell |
6,181
-693
| -10% | -$205K | 0.07% | 294 |
|
|
2023
Q2 | $2.09M | Sell |
6,874
-86
| -1% | -$26.2K | 0.08% | 279 |
|
|
2023
Q1 | $1.59M | Sell |
6,960
-119
| -2% | -$27.2K | 0.06% | 381 |
|
|
2022
Q4 | $1.69M | Hold |
7,079
| – | – | 0.07% | 355 |
|
|
2022
Q3 | $1.52M | Sell |
7,079
-637
| -8% | -$137K | 0.07% | 343 |
|
|
2022
Q2 | $2.12M | Sell |
7,716
-327
| -4% | -$89.8K | 0.09% | 221 |
|
|
2022
Q1 | $2.41M | Hold |
8,043
| – | – | 0.09% | 251 |
|
|
2021
Q4 | $2.39M | Hold |
8,043
| – | – | 0.08% | 274 |
|
|
2021
Q3 | $2.55M | Hold |
8,043
| – | – | 0.09% | 225 |
|
|
2021
Q2 | $2.76M | Sell |
8,043
-1,404
| -15% | -$482K | 0.1% | 207 |
|
|
2021
Q1 | $3.69M | Buy |
9,447
+16
| +0.2% | +$6.24K | 0.14% | 120 |
|
|
2020
Q4 | $2.76M | Buy |
9,431
+1,130
| +14% | +$331K | 0.13% | 176 |
|
|
2020
Q3 | $1.89M | Buy |
8,301
+6,352
| +326% | +$1.45M | 0.09% | 242 |
|
|
2020
Q2 | $295K | Sell |
1,949
-56
| -3% | -$8.48K | 0.01% | 863 |
|
|
2020
Q1 | $164K | Buy |
2,005
+75
| +4% | +$6.14K | 0.01% | 1021 |
|
|
2019
Q4 | $284K | Buy |
1,930
+89
| +5% | +$13.1K | 0.01% | 916 |
|
|
2019
Q3 | $244K | Hold |
1,841
| – | – | 0.01% | 956 |
|
|
2019
Q2 | $219K | Sell |
1,841
-70
| -4% | -$8.33K | 0.01% | 1010 |
|
|
2019
Q1 | $177K | Hold |
1,911
| – | – | 0.01% | 1117 |
|
|
2018
Q4 | $146K | Sell |
1,911
-140
| -7% | -$10.7K | 0.01% | 1141 |
|
|
2018
Q3 | $167K | Hold |
2,051
| – | – | 0.01% | 1211 |
|
|
2018
Q2 | $194K | Hold |
2,051
| – | – | 0.01% | 1084 |
|
|
2018
Q1 | $206K | Hold |
2,051
| – | – | 0.01% | 1057 |
|
|
2017
Q4 | $233K | Hold |
2,051
| – | – | 0.01% | 1010 |
|
|
2017
Q3 | $221K | Hold |
2,051
| – | – | 0.01% | 1009 |
|
|
2017
Q2 | $193K | Hold |
2,051
| – | – | 0.01% | 1082 |
|
|
2017
Q1 | $176K | Buy |
+2,051
| New | +$176K | 0.01% | 1128 |
|
|
2015
Q2 | – | Sell |
-2,045
| Closed | -$203K | – | 1193 |
|
|
2015
Q1 | $203K | Buy |
+2,045
| New | +$203K | 0.01% | 999 |
|