Financial Management Professionals’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 1019 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 998 |
|
|
2022
Q4 | – | Sell |
-133
| Closed | -$29K | – | 1007 |
|
|
2022
Q3 | $29K | Sell |
133
-1
| -0.7% | -$218 | 0.01% | 279 |
|
|
2022
Q2 | $37K | Sell |
134
-21
| -14% | -$5.8K | 0.01% | 258 |
|
|
2022
Q1 | $47K | Buy |
155
+4
| +3% | +$1.21K | 0.01% | 241 |
|
|
2021
Q4 | $45K | Sell |
151
-43
| -22% | -$12.8K | 0.01% | 256 |
|
|
2021
Q3 | $62K | Buy |
194
+38
| +24% | +$12.1K | 0.01% | 229 |
|
|
2021
Q2 | $54K | Buy |
156
+5
| +3% | +$1.73K | 0.01% | 225 |
|
|
2021
Q1 | $59K | Sell |
151
-3
| -2% | -$1.17K | 0.02% | 213 |
|
|
2020
Q4 | $45K | Sell |
154
-6
| -4% | -$1.75K | 0.01% | 231 |
|
|
2020
Q3 | $36K | Buy |
+160
| New | +$36K | 0.01% | 241 |
|