Csenge Advisory 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
Q1 | – | Sell |
-2,550
| Closed | -$901K | – | 670 |
|
2021
Q4 | $901K | Buy |
2,550
+51
| +2% | +$18K | 0.08% | 215 |
|
2021
Q3 | $794K | Sell |
2,499
-51
| -2% | -$16.2K | 0.07% | 267 |
|
2021
Q2 | $901K | Sell |
2,550
-101
| -4% | -$35.7K | 0.08% | 215 |
|
2021
Q1 | $1.06M | Buy |
2,651
+123
| +5% | +$49.1K | 0.11% | 152 |
|
2020
Q4 | $740K | Hold |
2,528
| – | – | 0.09% | 171 |
|
2020
Q3 | $680K | Sell |
2,528
-266
| -10% | -$71.6K | 0.09% | 176 |
|
2020
Q2 | $423K | Buy |
2,794
+86
| +3% | +$13K | 0.06% | 224 |
|
2020
Q1 | $221K | Buy |
2,708
+113
| +4% | +$9.22K | 0.06% | 259 |
|
2019
Q4 | $381K | Buy |
2,595
+133
| +5% | +$19.5K | 0.1% | 194 |
|
2019
Q3 | $326K | Buy |
+2,462
| New | +$326K | 0.09% | 195 |
|
2018
Q4 | – | Sell |
-7
| Closed | – | – | 875 |
|
2018
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1332 |
|