Atlas Capital Advisors’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 | $28K | Buy |
83
+8
| +11% | +$2.7K | ﹤0.01% | 686 |
|
|
2025
Q1 | $22K | Sell |
75
-19
| -20% | -$5.58K | ﹤0.01% | 728 |
|
|
2024
Q4 | $33.6K | Buy |
+94
| New | +$33.6K | ﹤0.01% | 660 |
|
|
2024
Q2 | – | Sell |
-40
| Closed | -$12K | – | 943 |
|
|
2024
Q1 | $12K | Sell |
40
-9
| -18% | -$2.71K | ﹤0.01% | 701 |
|
|
2023
Q4 | $16.1K | Sell |
49
-1,313
| -96% | -$432K | ﹤0.01% | 708 |
|
|
2023
Q3 | $402K | Buy |
+1,362
| New | +$402K | 0.07% | 231 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$3.69K | – | 937 |
|
|
2022
Q4 | $3.69K | Hold |
18
| – | – | ﹤0.01% | 806 |
|
|
2022
Q3 | $3.86K | Sell |
18
-646
| -97% | -$139K | ﹤0.01% | 795 |
|
|
2022
Q2 | $182K | Buy |
664
+634
| +2,113% | +$174K | 0.03% | 379 |
|
|
2022
Q1 | $9K | Hold |
30
| – | – | ﹤0.01% | 717 |
|
|
2021
Q4 | $8.91K | Buy |
30
+21
| +233% | +$6.24K | ﹤0.01% | 735 |
|
|
2021
Q3 | $2.85K | Buy |
+9
| New | +$2.85K | ﹤0.01% | 845 |
|