Capstone Asset Management’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$670K Sell
2017
Q1
$630K Buy
2016
Q4
$707K Sell
2016
Q3
$853K Sell
2016
Q2
$646K Buy
2016
Q1
$716K Sell
2015
Q4
$921K Buy
2015
Q3
$782K Buy
2015
Q2
$762K Sell
2015
Q1
$1.03M Buy
2014
Q4
$879K Sell
2014
Q3
$1.22M Buy
2014
Q2
$1.5M Buy
2014
Q1
$941K Buy
2013
Q4
$978K Buy
2013
Q3
$768K Buy
2013
Q2
$541K Buy