Federated Hermes’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $821K | Buy |
2,430
+338
| +16% | +$114K | ﹤0.01% | 1204 |
|
2025
Q1 | $614K | Sell |
2,092
-111
| -5% | -$32.6K | ﹤0.01% | 1247 |
|
2024
Q4 | $787K | Sell |
2,203
-42
| -2% | -$15K | ﹤0.01% | 1186 |
|
2024
Q3 | $713K | Sell |
2,245
-77
| -3% | -$24.5K | ﹤0.01% | 1237 |
|
2024
Q2 | $586K | Sell |
2,322
-207
| -8% | -$52.3K | ﹤0.01% | 1274 |
|
2024
Q1 | $761K | Sell |
2,529
-215
| -8% | -$64.7K | ﹤0.01% | 1229 |
|
2023
Q4 | $904K | Sell |
2,744
-373
| -12% | -$123K | ﹤0.01% | 1172 |
|
2023
Q3 | $921K | Sell |
3,117
-171
| -5% | -$50.5K | ﹤0.01% | 1141 |
|
2023
Q2 | $1,000K | Buy |
3,288
+27
| +0.8% | +$8.21K | ﹤0.01% | 1140 |
|
2023
Q1 | $747K | Sell |
3,261
-72
| -2% | -$16.5K | ﹤0.01% | 1270 |
|
2022
Q4 | $682K | Sell |
3,333
-973
| -23% | -$199K | ﹤0.01% | 1255 |
|
2022
Q3 | $924K | Sell |
4,306
-555
| -11% | -$119K | ﹤0.01% | 1151 |
|
2022
Q2 | $1.34M | Sell |
4,861
-342
| -7% | -$94K | ﹤0.01% | 1039 |
|
2022
Q1 | $1.56M | Sell |
5,203
-338
| -6% | -$101K | ﹤0.01% | 1101 |
|
2021
Q4 | $1.65M | Sell |
5,541
-152
| -3% | -$45.1K | ﹤0.01% | 1105 |
|
2021
Q3 | $1.81M | Sell |
5,693
-152
| -3% | -$48.2K | ﹤0.01% | 1076 |
|
2021
Q2 | $2.01M | Buy |
5,845
+352
| +6% | +$121K | ﹤0.01% | 1099 |
|
2021
Q1 | $2.14M | Sell |
5,493
-4,744
| -46% | -$1.85M | ﹤0.01% | 1084 |
|
2020
Q4 | $3M | Sell |
10,237
-2,091
| -17% | -$612K | 0.01% | 943 |
|
2020
Q3 | $2.81M | Sell |
12,328
-5,128
| -29% | -$1.17M | 0.01% | 884 |
|
2020
Q2 | $2.64M | Sell |
17,456
-80,774
| -82% | -$12.2M | 0.01% | 890 |
|
2020
Q1 | $8.03M | Sell |
98,230
-46,385
| -32% | -$3.79M | 0.02% | 524 |
|
2019
Q4 | $21.3M | Sell |
144,615
-31,246
| -18% | -$4.59M | 0.05% | 400 |
|
2019
Q3 | $23.3M | Buy |
175,861
+78,539
| +81% | +$10.4M | 0.06% | 328 |
|
2019
Q2 | $11.6M | Buy |
+97,322
| New | +$11.6M | 0.03% | 528 |
|
2017
Q2 | – | Sell |
-2
| Closed | -$1K | – | 2152 |
|
2017
Q1 | $1K | Sell |
2
-3,058
| -100% | -$1.53M | ﹤0.01% | 2067 |
|
2016
Q4 | $296K | Buy |
3,060
+3,058
| +152,900% | +$296K | ﹤0.01% | 1427 |
|
2016
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 2065 |
|
2016
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 2045 |
|
2016
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 2026 |
|
2015
Q1 | – | Sell |
-2,100
| Closed | -$182K | – | 2040 |
|
2014
Q4 | $182K | Sell |
2,100
-19,855
| -90% | -$1.72M | ﹤0.01% | 1506 |
|
2014
Q3 | $1.66M | Sell |
21,955
-1,840
| -8% | -$139K | 0.01% | 1031 |
|
2014
Q2 | $2.24M | Sell |
23,795
-9,001
| -27% | -$847K | 0.01% | 915 |
|
2014
Q1 | $2.18M | Buy |
32,796
+1,118
| +4% | +$74.3K | 0.01% | 922 |
|
2013
Q4 | $2.2M | Buy |
31,678
+28,797
| +1,000% | +$2M | 0.01% | 889 |
|
2013
Q3 | $210K | Sell |
2,881
-3,867
| -57% | -$282K | ﹤0.01% | 1464 |
|
2013
Q2 | $360K | Buy |
+6,748
| New | +$360K | ﹤0.01% | 1361 |
|