Concourse Financial Group Securities’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4600 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5666 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5655 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5683 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5690 |
|
|
2023
Q4 | – | Sell |
-98
| Closed | -$28.9K | – | 5630 |
|
|
2023
Q3 | $28.9K | Buy |
98
+3
| +3% | +$886 | ﹤0.01% | 1310 |
|
|
2023
Q2 | $28.9K | Buy |
95
+10
| +12% | +$3.04K | ﹤0.01% | 1315 |
|
|
2023
Q1 | $19.5K | Sell |
85
-1
| -1% | -$229 | ﹤0.01% | 1469 |
|
|
2022
Q4 | $17.6K | Buy |
86
+9
| +12% | +$1.84K | ﹤0.01% | 1506 |
|
|
2022
Q3 | $17K | Buy |
77
+11
| +17% | +$2.43K | ﹤0.01% | 1346 |
|
|
2022
Q2 | $18K | Sell |
66
-29
| -31% | -$7.91K | ﹤0.01% | 1485 |
|
|
2022
Q1 | $29K | Buy |
95
+28
| +42% | +$8.55K | ﹤0.01% | 1354 |
|
|
2021
Q4 | $20K | Buy |
67
+12
| +22% | +$3.58K | ﹤0.01% | 1632 |
|
|
2021
Q3 | $17K | Buy |
55
+25
| +83% | +$7.73K | ﹤0.01% | 1707 |
|
|
2021
Q2 | $10K | Hold |
30
| – | – | ﹤0.01% | 1871 |
|
|
2021
Q1 | $12K | Buy |
30
+3
| +11% | +$1.2K | ﹤0.01% | 1711 |
|
|
2020
Q4 | $8K | Sell |
27
-10
| -27% | -$2.96K | ﹤0.01% | 1749 |
|
|
2020
Q3 | $8K | Buy |
37
+20
| +118% | +$4.32K | ﹤0.01% | 1647 |
|
|
2020
Q2 | $3K | Sell |
17
-12
| -41% | -$2.12K | ﹤0.01% | 1829 |
|
|
2020
Q1 | $2K | Sell |
29
-1
| -3% | -$69 | ﹤0.01% | 1894 |
|
|
2019
Q4 | $4K | Buy |
30
+21
| +233% | +$2.8K | ﹤0.01% | 1689 |
|
|
2019
Q3 | $1K | Sell |
9
-21
| -70% | -$2.33K | ﹤0.01% | 1658 |
|
|
2019
Q2 | $4K | Sell |
30
-14
| -32% | -$1.87K | ﹤0.01% | 1808 |
|
|
2019
Q1 | $4K | Buy |
44
+3
| +7% | +$273 | ﹤0.01% | 1822 |
|
|
2018
Q4 | $3K | Sell |
41
-361
| -90% | -$26.4K | ﹤0.01% | 1825 |
|
|
2018
Q3 | $33K | Buy |
+402
| New | +$33K | 0.01% | 683 |
|