Baird Financial Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,096
| Closed | -$325K | – | 1884 |
|
|
2021
Q4 | $325K | Buy |
1,096
+32
| +3% | +$9.49K | ﹤0.01% | 1639 |
|
|
2021
Q3 | $337K | Buy |
+1,064
| New | +$337K | ﹤0.01% | 1623 |
|
|
2016
Q1 | – | Sell |
-42,574
| Closed | -$4.54M | – | 1249 |
|
|
2015
Q4 | $4.54M | Buy |
42,574
+1,265
| +3% | +$135K | 0.05% | 360 |
|
|
2015
Q3 | $4.47M | Sell |
41,309
-11,072
| -21% | -$1.2M | 0.05% | 351 |
|
|
2015
Q2 | $5.93M | Buy |
+52,381
| New | +$5.93M | 0.06% | 303 |
|