Community Capital Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.62M | Hold |
5,475
| – | – | 2.57% | 10 |
|
|
2023
Q2 | $1.67M | Sell |
5,475
-1,200
| -18% | -$365K | 2.31% | 15 |
|
|
2023
Q1 | $1.53M | Hold |
6,675
| – | – | 2.01% | 19 |
|
|
2022
Q4 | $1.37M | Hold |
6,675
| – | – | 1.77% | 28 |
|
|
2022
Q3 | $1.43M | Hold |
6,675
| – | – | 1.87% | 19 |
|
|
2022
Q2 | $1.83M | Buy |
+6,675
| New | +$1.83M | 2.23% | 13 |
|
|
2022
Q1 | – | Sell |
-6,700
| Closed | -$1.98M | – | 11 |
|
|
2021
Q4 | $1.98M | Buy |
6,700
+3,550
| +113% | +$1.05M | 2.12% | 12 |
|
|
2021
Q3 | $999K | Buy |
3,150
+350
| +13% | +$111K | 1.04% | 36 |
|
|
2021
Q2 | $962K | Buy |
2,800
+800
| +40% | +$275K | 0.97% | 43 |
|
|
2021
Q1 | $780K | Hold |
2,000
| – | – | 0.86% | 39 |
|
|
2020
Q4 | $585K | Buy |
+2,000
| New | +$585K | 0.7% | 48 |
|