Clark Capital Management Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,552
| Closed | -$1.62M | – | 372 |
|
|
2022
Q3 | $1.62M | Buy |
+7,552
| New | +$1.62M | 0.02% | 221 |
|
|
2016
Q2 | – | Sell |
-6,206
| Closed | -$542K | – | 327 |
|
|
2016
Q1 | $542K | Buy |
6,206
+608
| +11% | +$53.1K | 0.04% | 217 |
|
|
2015
Q4 | $597K | Buy |
5,598
+537
| +11% | +$57.3K | 0.05% | 196 |
|
|
2015
Q3 | $547K | Buy |
5,061
+2,083
| +70% | +$225K | 0.05% | 201 |
|
|
2015
Q2 | $337K | Buy |
+2,978
| New | +$337K | 0.03% | 257 |
|