FinTrust Capital Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.01K | Hold |
6
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q2 | $1.6K | Hold |
6
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q1 | $1.91K | Hold |
6
| – | – | ﹤0.01% | 1087 |
|
|
2023
Q4 | $2.09K | Hold |
6
| – | – | ﹤0.01% | 1047 |
|
|
2023
Q3 | $1.87K | Buy |
+6
| New | +$1.87K | ﹤0.01% | 1015 |
|
|
2019
Q2 | – | Sell |
-173
| Closed | -$16K | – | 1155 |
|
|
2019
Q1 | $16K | Buy |
173
+15
| +9% | +$1.39K | 0.01% | 655 |
|
|
2018
Q4 | $12K | Buy |
+158
| New | +$12K | 0.01% | 714 |
|