Columbia Partners Investment Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,174
| Closed | -$1.24M | – | 252 |
|
|
2017
Q2 | $1.24M | Buy |
+13,174
| New | +$1.24M | 0.16% | 174 |
|
|
2016
Q3 | – | Sell |
-15,286
| Closed | -$1.09M | – | 332 |
|
|
2016
Q2 | $1.09M | Sell |
15,286
-42,835
| -74% | -$3.04M | 0.08% | 263 |
|
|
2016
Q1 | $5.08M | Buy |
58,121
+6,683
| +13% | +$584K | 0.36% | 104 |
|
|
2015
Q4 | $5.49M | Buy |
51,438
+6,083
| +13% | +$649K | 0.38% | 95 |
|
|
2015
Q3 | $4.9M | Buy |
45,355
+11,476
| +34% | +$1.24M | 0.34% | 107 |
|
|
2015
Q2 | $3.83M | Buy |
33,879
+5,835
| +21% | +$660K | 0.24% | 129 |
|
|
2015
Q1 | $2.79M | Sell |
28,044
-1,809
| -6% | -$180K | 0.15% | 172 |
|
|
2014
Q4 | $2.59M | Buy |
+29,853
| New | +$2.59M | 0.13% | 185 |
|