Bessemer Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43K | Buy |
173
+70
| +68% | +$20.8K | ﹤0.01% | 1711 |
|
|
2025
Q4 | $35K | Buy |
103
+1
| +1% | +$318 | ﹤0.01% | 1730 |
|
|
2025
Q3 | $32K | Buy |
102
+14
| +16% | +$4.52K | ﹤0.01% | 1551 |
|
|
2025
Q2 | $29K | Buy |
88
+47
| +115% | +$14.5K | ﹤0.01% | 1460 |
|
|
2025
Q1 | $12K | Sell |
41
-42
| -51% | -$14.3K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $29K | Buy |
83
+20
| +32% | +$7.04K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $20K | Buy |
63
+3
| +5% | +$836 | ﹤0.01% | 1495 |
|
|
2024
Q2 | $15K | Buy |
60
+31
| +107% | +$8.12K | ﹤0.01% | 1438 |
|
|
2024
Q1 | $9K | Hold |
29
| – | – | ﹤0.01% | 1572 |
|
|
2023
Q4 | $10K | Hold |
29
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q3 | $8K | Buy |
29
+1
| +4% | +$305 | ﹤0.01% | 1633 |
|
|
2023
Q2 | $9K | Buy |
28
+23
| +460% | +$5.51K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $1K | Buy |
+5
| New | +$1.22K | ﹤0.01% | 1865 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2079 |
|
|
2020
Q4 | – | Sell |
-4
| Closed | -$1K | – | 1527 |
|
|
2020
Q3 | $1K | Sell |
4
-22,396
| -100% | -$5.04M | ﹤0.01% | 1311 |
|
|
2020
Q2 | $3.39M | Sell |
22,400
-6,800
| -23% | -$778K | 0.01% | 355 |
|
|
2020
Q1 | $2.39M | Hold |
29,200
| – | – | 0.01% | 399 |
|
|
2019
Q4 | $4.29M | Buy |
29,200
+11,900
| +69% | +$1.79M | 0.01% | 365 |
|
|
2019
Q3 | $2.29M | Buy |
17,300
+11,600
| +204% | +$1.48M | 0.01% | 483 |
|
|
2019
Q2 | $677K | Buy |
5,700
+5,400
| +1,800% | +$597K | ﹤0.01% | 801 |
|
|
2019
Q1 | $28K | Buy |
300
+144
| +92% | +$12.5K | ﹤0.01% | 1371 |
|
|
2018
Q4 | $12K | Hold |
156
| – | – | ﹤0.01% | 1620 |
|
|
2018
Q3 | $13K | Buy |
156
+49
| +46% | +$4.32K | ﹤0.01% | 1560 |
|
|
2018
Q2 | $10K | Sell |
107
-5
| -4% | -$495 | ﹤0.01% | 1494 |
|
|
2018
Q1 | $12K | Buy |
112
+5
| +5% | +$566 | ﹤0.01% | 1475 |
|
|
2017
Q4 | $12K | Sell |
107
-107
| -50% | -$12.4K | ﹤0.01% | 1480 |
|
|
2017
Q3 | $26K | Buy |
+214
| New | +$22.4K | ﹤0.01% | 1422 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$39K | – | 1837 |
|
|
2016
Q4 | $39K | Buy |
400
+214
| +115% | +$19.6K | ﹤0.01% | 1401 |
|
|
2016
Q3 | $18K | Buy |
+186
| New | +$15.6K | ﹤0.01% | 1393 |
|
|
2015
Q2 | – | Sell |
-43
| Closed | -$4K | – | 1549 |
|
|
2015
Q1 | $4K | Buy |
+43
| New | +$3.86K | ﹤0.01% | 1373 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
