B. Riley Wealth Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,380
| Closed | -$539K | – | 1414 |
|
|
2021
Q1 | $539K | Buy |
+1,380
| New | +$539K | 0.02% | 701 |
|
|
2016
Q1 | – | Sell |
-2,487
| Closed | -$266K | – | 587 |
|
|
2015
Q4 | $266K | Buy |
2,487
+27
| +1% | +$2.89K | 0.05% | 405 |
|
|
2015
Q3 | $266K | Buy |
2,460
+691
| +39% | +$74.7K | 0.06% | 392 |
|
|
2015
Q2 | $202K | Buy |
+1,769
| New | +$202K | 0.05% | 460 |
|
|
2015
Q1 | – | Sell |
-424
| Closed | -$37 | – | 1334 |
|
|
2014
Q4 | $37 | Buy |
+424
| New | +$37 | ﹤0.01% | 2252 |
|
|
2014
Q3 | – | Sell |
-144
| Closed | -$13.6K | – | 1329 |
|
|
2014
Q2 | $13.6K | Buy |
+144
| New | +$13.6K | ﹤0.01% | 1644 |
|