Bank of Montreal’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 | $1M | Sell |
2,970
-304
| -9% | -$103K | ﹤0.01% | 1652 |
|
|
2025
Q1 | $961K | Hold |
3,274
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q4 | $1.17M | Buy |
3,274
+355
| +12% | +$127K | ﹤0.01% | 1570 |
|
|
2024
Q3 | $937K | Sell |
2,919
-46,000
| -94% | -$14.8M | ﹤0.01% | 1830 |
|
|
2024
Q2 | $12.4M | Buy |
48,919
+45,866
| +1,502% | +$11.7M | ﹤0.01% | 857 |
|
|
2024
Q1 | $930K | Buy |
3,053
+45
| +1% | +$13.7K | ﹤0.01% | 1806 |
|
|
2023
Q4 | $997K | Buy |
3,008
+154
| +5% | +$51K | ﹤0.01% | 1721 |
|
|
2023
Q3 | $843K | Sell |
2,854
-131
| -4% | -$38.7K | ﹤0.01% | 1817 |
|
|
2023
Q2 | $915K | Sell |
2,985
-520
| -15% | -$159K | ﹤0.01% | 1921 |
|
|
2023
Q1 | $804K | Sell |
3,505
-113
| -3% | -$25.9K | ﹤0.01% | 1952 |
|
|
2022
Q4 | $743K | Buy |
3,618
+879
| +32% | +$180K | ﹤0.01% | 2011 |
|
|
2022
Q3 | $636 | Sell |
2,739
-13,647
| -83% | -$3.17K | ﹤0.01% | 2074 |
|
|
2022
Q2 | $4.74K | Buy |
16,386
+13,596
| +487% | +$3.94K | ﹤0.01% | 1217 |
|
|
2022
Q1 | $902K | Buy |
2,790
+107
| +4% | +$34.6K | ﹤0.01% | 2012 |
|
|
2021
Q4 | $800K | Sell |
2,683
-9,395
| -78% | -$2.8M | ﹤0.01% | 2030 |
|
|
2021
Q3 | $4.26M | Sell |
12,078
-4,764
| -28% | -$1.68M | ﹤0.01% | 1579 |
|
|
2021
Q2 | $5.69M | Buy |
16,842
+14,163
| +529% | +$4.78M | ﹤0.01% | 1453 |
|
|
2021
Q1 | $1.06M | Sell |
2,679
-3,063
| -53% | -$1.21M | ﹤0.01% | 1870 |
|
|
2020
Q4 | $1.83M | Buy |
5,742
+3,236
| +129% | +$1.03M | ﹤0.01% | 1559 |
|
|
2020
Q3 | $675K | Sell |
2,506
-471
| -16% | -$127K | ﹤0.01% | 1862 |
|
|
2020
Q2 | $470K | Buy |
2,977
+1,896
| +175% | +$299K | ﹤0.01% | 1981 |
|
|
2020
Q1 | $76K | Sell |
1,081
-2,166
| -67% | -$152K | ﹤0.01% | 2441 |
|
|
2019
Q4 | $477K | Buy |
3,247
+802
| +33% | +$118K | ﹤0.01% | 2267 |
|
|
2019
Q3 | $323K | Buy |
2,445
+90
| +4% | +$11.9K | ﹤0.01% | 2230 |
|
|
2019
Q2 | $280K | Buy |
2,355
+1,852
| +368% | +$220K | ﹤0.01% | 2335 |
|
|
2019
Q1 | $47K | Sell |
503
-593
| -54% | -$55.4K | ﹤0.01% | 2964 |
|
|
2018
Q4 | $84K | Buy |
1,096
+435
| +66% | +$33.3K | ﹤0.01% | 2726 |
|
|
2018
Q3 | $54K | Sell |
661
-597
| -47% | -$48.8K | ﹤0.01% | 3050 |
|
|
2018
Q2 | $119K | Buy |
1,258
+221
| +21% | +$20.9K | ﹤0.01% | 2743 |
|
|
2018
Q1 | $104K | Buy |
1,037
+256
| +33% | +$25.7K | ﹤0.01% | 2709 |
|
|
2017
Q4 | $89K | Buy |
781
+18
| +2% | +$2.05K | ﹤0.01% | 2756 |
|
|
2017
Q3 | $91K | Hold |
763
| – | – | ﹤0.01% | 2775 |
|
|
2017
Q2 | $72K | Sell |
763
-170
| -18% | -$16K | ﹤0.01% | 2813 |
|
|
2017
Q1 | $80K | Sell |
933
-355
| -28% | -$30.4K | ﹤0.01% | 2676 |
|
|
2016
Q4 | $118K | Buy |
1,288
+170
| +15% | +$15.6K | ﹤0.01% | 2483 |
|
|
2016
Q3 | $107K | Buy |
1,118
+274
| +32% | +$26.2K | ﹤0.01% | 2505 |
|
|
2016
Q2 | $60K | Sell |
844
-36
| -4% | -$2.56K | ﹤0.01% | 2743 |
|
|
2016
Q1 | $77K | Sell |
880
-1,472
| -63% | -$129K | ﹤0.01% | 2674 |
|
|
2015
Q4 | $251K | Buy |
2,352
+1,786
| +316% | +$191K | ﹤0.01% | 2129 |
|
|
2015
Q3 | $61K | Hold |
566
| – | – | ﹤0.01% | 2621 |
|
|
2015
Q2 | $64K | Hold |
566
| – | – | ﹤0.01% | 2716 |
|
|
2015
Q1 | $56K | Sell |
566
-219
| -28% | -$21.7K | ﹤0.01% | 2660 |
|
|
2014
Q4 | $68K | Sell |
785
-75
| -9% | -$6.5K | ﹤0.01% | 2577 |
|
|
2014
Q3 | $65K | Sell |
860
-524
| -38% | -$39.6K | ﹤0.01% | 2607 |
|
|
2014
Q2 | $131K | Buy |
1,384
+560
| +68% | +$53K | ﹤0.01% | 2304 |
|
|
2014
Q1 | $55K | Hold |
824
| – | – | ﹤0.01% | 2586 |
|
|
2013
Q4 | $57K | Sell |
824
-72,575
| -99% | -$5.02M | ﹤0.01% | 2480 |
|
|
2013
Q3 | $5.36M | Sell |
73,399
-101,247
| -58% | -$7.39M | 0.01% | 691 |
|
|
2013
Q2 | $9.31M | Buy |
+174,646
| New | +$9.31M | 0.02% | 484 |
|