First Citizens Bank & Trust’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 | $1M | Buy |
2,970
+2,187
| +279% | +$739K | 0.02% | 281 |
|
|
2025
Q1 | $230K | Buy |
783
+16
| +2% | +$4.7K | 0.01% | 449 |
|
|
2024
Q4 | $274K | Buy |
767
+99
| +15% | +$35.4K | 0.01% | 406 |
|
|
2024
Q3 | $212K | Buy |
+668
| New | +$212K | ﹤0.01% | 442 |
|
|
2022
Q3 | – | Sell |
-1,083
| Closed | -$298K | – | 353 |
|
|
2022
Q2 | $298K | Sell |
1,083
-4
| -0.4% | -$1.1K | 0.01% | 280 |
|
|
2022
Q1 | $326K | Buy |
1,087
+11
| +1% | +$3.3K | 0.01% | 288 |
|
|
2021
Q4 | $320K | Buy |
1,076
+39
| +4% | +$11.6K | 0.01% | 288 |
|
|
2021
Q3 | $329K | Buy |
1,037
+177
| +21% | +$56.2K | 0.02% | 271 |
|
|
2021
Q2 | $296K | Sell |
860
-356
| -29% | -$123K | 0.01% | 293 |
|
|
2021
Q1 | $474K | Sell |
1,216
-219
| -15% | -$85.4K | 0.02% | 216 |
|
|
2020
Q4 | $420K | Buy |
+1,435
| New | +$420K | 0.02% | 224 |
|
|
2020
Q3 | – | Sell |
-1,758
| Closed | -$266K | – | 396 |
|
|
2020
Q2 | $266K | Buy |
+1,758
| New | +$266K | 0.02% | 280 |
|