Burney Company’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | – | Sell |
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2025
Q2 | $328K | Sell |
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2025
Q1 | $321K | Sell |
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2024
Q4 | $426K | Sell |
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2024
Q3 | $550K | Sell |
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2024
Q2 | $453K | Sell |
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2024
Q1 | $578K | Sell |
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2023
Q4 | $701K | Sell |
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2023
Q3 | $689K | Sell |
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2023
Q2 | $895K | Sell |
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2023
Q1 | $696K | Sell |
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2022
Q4 | $627K | Sell |
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2022
Q3 | $825K | Sell |
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2022
Q2 | $2.07M | Buy |
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2022
Q1 | $661K | Buy |
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2021
Q4 | $379K | Buy |
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2021
Q3 | $302K | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $469K | Sell |
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2017
Q4 | $583K | Sell |
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2017
Q3 | $9.01M | Buy |
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2017
Q2 | $354K | Buy |
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2016
Q2 | – | Sell |
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2016
Q1 | $4.99M | Buy |
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2015
Q4 | $5.52M | Buy |
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2015
Q3 | $5.15M | Buy |
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