Camelot Portfolios’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 | $901K | Sell |
2,667
-93
| -3% | -$31.4K | 0.54% | 61 |
|
2025
Q1 | $810K | Buy |
2,760
+189
| +7% | +$55.5K | 0.5% | 73 |
|
2024
Q4 | $919K | Sell |
2,571
-20
| -0.8% | -$7.15K | 0.99% | 31 |
|
2024
Q3 | $823K | Sell |
2,591
-359
| -12% | -$114K | 0.81% | 45 |
|
2024
Q2 | $745K | Buy |
2,950
+474
| +19% | +$120K | 0.42% | 71 |
|
2024
Q1 | $745K | Sell |
2,476
-418
| -14% | -$126K | 0.73% | 49 |
|
2023
Q4 | $953K | Buy |
2,894
+223
| +8% | +$73.4K | 0.56% | 56 |
|
2023
Q3 | $789K | Sell |
2,671
-326
| -11% | -$96.3K | 0.75% | 42 |
|
2023
Q2 | $912K | Sell |
2,997
-51
| -2% | -$15.5K | 0.57% | 51 |
|
2023
Q1 | $698K | Buy |
3,048
+177
| +6% | +$40.5K | 0.49% | 62 |
|
2022
Q4 | $588K | Sell |
2,871
-193
| -6% | -$39.5K | 0.43% | 70 |
|
2022
Q3 | $657K | Buy |
3,064
+1,204
| +65% | +$258K | 0.62% | 51 |
|
2022
Q2 | $511K | Buy |
1,860
+515
| +38% | +$141K | 0.31% | 102 |
|
2022
Q1 | $404K | Buy |
+1,345
| New | +$404K | 0.2% | 141 |
|