Capstone Investment Advisors’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
Q4 | $1.3M | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $549K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $731K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $420K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $812K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $607K | Buy |
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|
2016
Q1 | $497K | Buy |
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