Capital Advisors Ltd’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 | $4K | Hold |
11
| – | – | ﹤0.01% | 968 |
|
|
2025
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 989 |
|
|
2024
Q4 | $4K | Hold |
11
| – | – | ﹤0.01% | 968 |
|
|
2024
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 994 |
|
|
2024
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 980 |
|
|
2023
Q4 | $4K | Hold |
11
| – | – | ﹤0.01% | 894 |
|
|
2023
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 935 |
|
|
2023
Q2 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 943 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | -$1K | – | 1439 |
|
|
2022
Q3 | $1K | Buy |
5
+2
| +67% | +$400 | ﹤0.01% | 1050 |
|
|
2022
Q2 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 819 |
|
|
2022
Q1 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 741 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 879 |
|