CPC
Consolidated Planning Corp’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,891
| Closed | -$1.03M | – | 202 |
|
|
2024
Q4 | $1.03M | Buy |
2,891
+1,034
| +56% | +$370K | 0.14% | 97 |
|
|
2024
Q3 | $590K | Buy |
+1,857
| New | +$590K | 0.09% | 121 |
|
|
2024
Q2 | – | Sell |
-812
| Closed | -$244K | – | 198 |
|
|
2024
Q1 | $244K | Buy |
+812
| New | +$244K | 0.04% | 164 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | -$2K | – | 270 |
|
|
2021
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 409 |
|