FORA Capital’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,332
| Closed | -$834K | – | 584 |
|
|
2024
Q4 | $834K | Buy |
2,332
+282
| +14% | +$101K | 0.1% | 215 |
|
|
2024
Q3 | $651K | Sell |
2,050
-287
| -12% | -$91.2K | 0.08% | 256 |
|
|
2024
Q2 | $590K | Sell |
2,337
-918
| -28% | -$232K | 0.07% | 279 |
|
|
2024
Q1 | $979K | Sell |
3,255
-1,917
| -37% | -$577K | 0.08% | 239 |
|
|
2023
Q4 | $1.7M | Buy |
5,172
+220
| +4% | +$72.4K | 0.15% | 182 |
|
|
2023
Q3 | $1.46M | Buy |
+4,952
| New | +$1.46M | 0.13% | 191 |
|
|
2023
Q1 | – | Sell |
-5,352
| Closed | -$1.1M | – | 615 |
|
|
2022
Q4 | $1.1M | Buy |
+5,352
| New | +$1.1M | 0.18% | 153 |
|
|
2022
Q2 | – | Sell |
-3,157
| Closed | -$1.01M | – | 571 |
|
|
2022
Q1 | $1.01M | Buy |
+3,157
| New | +$1.01M | 0.18% | 157 |
|
|
2021
Q2 | – | Sell |
-756
| Closed | -$295K | – | 1025 |
|
|
2021
Q1 | $295K | Buy |
+756
| New | +$295K | 0.1% | 233 |
|
|
2020
Q4 | – | Sell |
-1,834
| Closed | -$418K | – | 1032 |
|
|
2020
Q3 | $418K | Buy |
+1,834
| New | +$418K | 0.27% | 79 |
|
|
2020
Q2 | – | Sell |
-5,990
| Closed | -$490K | – | 1125 |
|
|
2020
Q1 | $490K | Buy |
+5,990
| New | +$490K | 0.11% | 245 |
|