Freedom Investment Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-975
| Closed | -$209K | – | 753 |
|
|
2022
Q3 | $209K | Buy |
975
+70
| +8% | +$15K | 0.02% | 660 |
|
|
2022
Q2 | $249K | Sell |
905
-71
| -7% | -$19.5K | 0.03% | 630 |
|
|
2022
Q1 | $293K | Sell |
976
-348
| -26% | -$104K | 0.03% | 620 |
|
|
2021
Q4 | $393K | Buy |
1,324
+20
| +2% | +$5.94K | 0.03% | 596 |
|
|
2021
Q3 | $413K | Buy |
1,304
+133
| +11% | +$42.1K | 0.03% | 560 |
|
|
2021
Q2 | $402K | Buy |
1,171
+34
| +3% | +$11.7K | 0.03% | 604 |
|
|
2021
Q1 | $444K | Sell |
1,137
-5
| -0.4% | -$1.95K | 0.03% | 571 |
|
|
2020
Q4 | $334K | Sell |
1,142
-1,197
| -51% | -$350K | 0.04% | 447 |
|
|
2020
Q3 | $533K | Buy |
2,339
+43
| +2% | +$9.8K | 0.06% | 276 |
|
|
2020
Q2 | $347K | Sell |
2,296
-294
| -11% | -$44.4K | 0.04% | 372 |
|
|
2020
Q1 | $346K | Buy |
2,590
+904
| +54% | +$121K | 0.03% | 446 |
|
|
2019
Q4 | $248K | Sell |
1,686
-176
| -9% | -$25.9K | 0.02% | 566 |
|
|
2019
Q3 | $247K | Buy |
+1,862
| New | +$247K | 0.02% | 579 |
|
|
2017
Q4 | – | Sell |
-1,675
| Closed | -$202K | – | 1154 |
|
|
2017
Q3 | $202K | Buy |
+1,675
| New | +$202K | 0.01% | 1014 |
|
|
2014
Q2 | – | Sell |
-3,795
| Closed | -$252K | – | 508 |
|
|
2014
Q1 | $252K | Buy |
3,795
+681
| +22% | +$45.2K | 0.05% | 333 |
|
|
2013
Q4 | $216K | Sell |
3,114
-331
| -10% | -$23K | 0.05% | 371 |
|
|
2013
Q3 | $251K | Sell |
3,445
-1,395
| -29% | -$102K | 0.07% | 268 |
|
|
2013
Q2 | $258K | Buy |
+4,840
| New | +$258K | 0.09% | 215 |
|