BC
Burney Company’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
972
-121
| -11% | -$40.9K | 0.01% | 483 |
|
|
2025
Q1 | $321K | Sell |
1,093
-100
| -8% | -$29.4K | 0.01% | 487 |
|
|
2024
Q4 | $426K | Sell |
1,193
-540
| -31% | -$193K | 0.02% | 451 |
|
|
2024
Q3 | $550K | Sell |
1,733
-61
| -3% | -$19.4K | 0.02% | 421 |
|
|
2024
Q2 | $453K | Sell |
1,794
-128
| -7% | -$32.3K | 0.02% | 443 |
|
|
2024
Q1 | $578K | Sell |
1,922
-207
| -10% | -$62.3K | 0.02% | 406 |
|
|
2023
Q4 | $701K | Sell |
2,129
-205
| -9% | -$67.5K | 0.03% | 373 |
|
|
2023
Q3 | $689K | Sell |
2,334
-610
| -21% | -$180K | 0.03% | 357 |
|
|
2023
Q2 | $895K | Sell |
2,944
-95
| -3% | -$28.9K | 0.04% | 330 |
|
|
2023
Q1 | $696K | Sell |
3,039
-22
| -0.7% | -$5.04K | 0.03% | 358 |
|
|
2022
Q4 | $627K | Sell |
3,061
-783
| -20% | -$160K | 0.03% | 359 |
|
|
2022
Q3 | $825K | Sell |
3,844
-3,687
| -49% | -$791K | 0.05% | 335 |
|
|
2022
Q2 | $2.07M | Buy |
7,531
+5,327
| +242% | +$1.46M | 0.11% | 204 |
|
|
2022
Q1 | $661K | Buy |
2,204
+927
| +73% | +$278K | 0.03% | 388 |
|
|
2021
Q4 | $379K | Buy |
1,277
+325
| +34% | +$96.5K | 0.02% | 455 |
|
|
2021
Q3 | $302K | Buy |
+952
| New | +$302K | 0.01% | 478 |
|
|
2018
Q2 | – | Sell |
-4,663
| Closed | -$469K | – | 451 |
|
|
2018
Q1 | $469K | Sell |
4,663
-470
| -9% | -$47.3K | 0.03% | 300 |
|
|
2017
Q4 | $583K | Sell |
5,133
-70,816
| -93% | -$8.04M | 0.03% | 280 |
|
|
2017
Q3 | $9.01M | Buy |
75,949
+72,156
| +1,902% | +$8.56M | 0.59% | 54 |
|
|
2017
Q2 | $354K | Buy |
+3,793
| New | +$354K | 0.02% | 306 |
|
|
2016
Q2 | – | Sell |
-57,181
| Closed | -$4.99M | – | 383 |
|
|
2016
Q1 | $4.99M | Buy |
57,181
+5,975
| +12% | +$522K | 0.36% | 91 |
|
|
2015
Q4 | $5.52M | Buy |
51,206
+3,550
| +7% | +$382K | 0.41% | 80 |
|
|
2015
Q3 | $5.15M | Buy |
+47,656
| New | +$5.15M | 0.4% | 85 |
|