Benjamin F. Edwards & Company’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $116K | Buy |
459
+52
| +13% | +$13.1K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $122K | Sell |
407
-5
| -1% | -$1.5K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $135K | Buy |
412
+405
| +5,786% | +$133K | ﹤0.01% | 989 |
|
|
2023
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 1670 |
|
|
2023
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 1677 |
|
|
2022
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1789 |
|
|
2022
Q3 | $2K | Sell |
7
-13
| -65% | -$3.71K | ﹤0.01% | 1717 |
|
|
2022
Q2 | $5K | Buy |
20
+13
| +186% | +$3.25K | ﹤0.01% | 1542 |
|
|
2022
Q1 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 1659 |
|
|
2019
Q4 | – | Sell |
-69
| Closed | -$9K | – | 1909 |
|
|
2019
Q3 | $9K | Hold |
69
| – | – | ﹤0.01% | 1438 |
|
|
2019
Q2 | $8K | Hold |
69
| – | – | ﹤0.01% | 1487 |
|
|
2019
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 1442 |
|
|
2018
Q4 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 1452 |
|
|
2017
Q1 | – | Sell |
-729
| Closed | -$71K | – | 1352 |
|
|
2016
Q4 | $71K | Buy |
+729
| New | +$71K | 0.01% | 552 |
|