Capstone Investment Advisors’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 | $549K | Buy |
+1,624
| New | +$549K | ﹤0.01% | 530 |
|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$731K | – | 845 |
|
|
2024
Q3 | $731K | Buy |
+2,300
| New | +$731K | ﹤0.01% | 350 |
|
|
2023
Q3 | – | Sell |
-3,890
| Closed | -$1.18M | – | 1204 |
|
|
2023
Q2 | $1.18M | Buy |
+3,890
| New | +$1.18M | 0.01% | 287 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 686 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 754 |
|
|
2018
Q1 | – | Sell |
-3,698
| Closed | -$420K | – | 321 |
|
|
2017
Q4 | $420K | Buy |
+3,698
| New | +$420K | 0.01% | 214 |
|
|
2017
Q2 | – | Sell |
-9,490
| Closed | -$812K | – | 678 |
|
|
2017
Q1 | $812K | Buy |
+9,490
| New | +$812K | 0.02% | 350 |
|
|
2016
Q3 | – | Sell |
-8,547
| Closed | -$607K | – | 711 |
|
|
2016
Q2 | $607K | Buy |
8,547
+2,847
| +50% | +$202K | 0.01% | 353 |
|
|
2016
Q1 | $497K | Buy |
+5,700
| New | +$497K | 0.02% | 363 |
|