Bailard’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 | – | Sell |
-1,551
| Closed | -$455K | – | 804 |
|
|
2025
Q1 | $455K | Buy |
1,551
+149
| +11% | +$43.7K | 0.01% | 481 |
|
|
2024
Q4 | $501K | Buy |
+1,402
| New | +$501K | 0.01% | 463 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$312K | – | 731 |
|
|
2021
Q1 | $312K | Hold |
800
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $234K | Sell |
800
-100
| -11% | -$29.3K | 0.01% | 509 |
|
|
2020
Q3 | $205K | Buy |
+900
| New | +$205K | 0.01% | 466 |
|
|
2018
Q4 | – | Sell |
-4,400
| Closed | -$359K | – | 524 |
|
|
2018
Q3 | $359K | Hold |
4,400
| – | – | 0.02% | 443 |
|
|
2018
Q2 | $416K | Buy |
4,400
+400
| +10% | +$37.8K | 0.02% | 401 |
|
|
2018
Q1 | $402K | Buy |
+4,000
| New | +$402K | 0.03% | 374 |
|