Empirical Finance’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,569
| Closed | -$359K | – | 523 |
|
|
2023
Q1 | $359K | Hold |
1,569
| – | – | 0.03% | 425 |
|
|
2022
Q4 | $321K | Buy |
1,569
+14
| +0.9% | +$2.87K | 0.03% | 434 |
|
|
2022
Q3 | $334K | Sell |
1,555
-1,369
| -47% | -$294K | 0.04% | 394 |
|
|
2022
Q2 | $804K | Buy |
2,924
+1,552
| +113% | +$427K | 0.1% | 185 |
|
|
2022
Q1 | $412K | Hold |
1,372
| – | – | 0.05% | 353 |
|
|
2021
Q4 | $407K | Sell |
1,372
-426
| -24% | -$126K | 0.05% | 347 |
|
|
2021
Q3 | $570K | Buy |
+1,798
| New | +$570K | 0.09% | 239 |
|