Global Retirement Partners’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 | $82.8K | Buy |
+245
| New | +$82.8K | ﹤0.01% | 1518 |
|
|
2024
Q4 | $12.5K | Hold |
35
| – | – | ﹤0.01% | 2307 |
|
|
2024
Q3 | $11.1K | Sell |
35
-4
| -10% | -$1.27K | ﹤0.01% | 2250 |
|
|
2024
Q2 | $9.85K | Buy |
39
+2
| +5% | +$505 | ﹤0.01% | 2328 |
|
|
2024
Q1 | $11.1K | Hold |
37
| – | – | ﹤0.01% | 2075 |
|
|
2023
Q4 | $10.6K | Hold |
37
| – | – | ﹤0.01% | 2050 |
|
|
2023
Q3 | $10.4K | Buy |
37
+5
| +16% | +$1.4K | ﹤0.01% | 1939 |
|
|
2023
Q2 | $9.73K | Hold |
32
| – | – | ﹤0.01% | 1970 |
|
|
2023
Q1 | $6.96K | Sell |
32
-310
| -91% | -$67.4K | ﹤0.01% | 2053 |
|
|
2022
Q4 | $70K | Hold |
342
| – | – | ﹤0.01% | 951 |
|
|
2022
Q3 | $68K | Buy |
342
+2
| +0.6% | +$398 | 0.01% | 904 |
|
|
2022
Q2 | $93K | Sell |
340
-4
| -1% | -$1.09K | 0.01% | 771 |
|
|
2022
Q1 | $96K | Buy |
+344
| New | +$96K | 0.01% | 771 |
|
|
2021
Q4 | – | Sell |
-28
| Closed | -$9K | – | 1105 |
|
|
2021
Q3 | $9K | Hold |
28
| – | – | ﹤0.01% | 1448 |
|
|
2021
Q2 | $10K | Hold |
28
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q1 | $11K | Sell |
28
-97
| -78% | -$38.1K | ﹤0.01% | 1262 |
|
|
2020
Q4 | $37K | Buy |
125
+11
| +10% | +$3.26K | ﹤0.01% | 833 |
|
|
2020
Q3 | $26K | Sell |
114
-19
| -14% | -$4.33K | ﹤0.01% | 844 |
|
|
2020
Q2 | $20K | Buy |
133
+18
| +16% | +$2.71K | ﹤0.01% | 901 |
|
|
2020
Q1 | $9K | Sell |
115
-3
| -3% | -$235 | ﹤0.01% | 1056 |
|
|
2019
Q4 | $17K | Sell |
118
-14
| -11% | -$2.02K | ﹤0.01% | 999 |
|
|
2019
Q3 | $17K | Sell |
132
-67
| -34% | -$8.63K | ﹤0.01% | 959 |
|
|
2019
Q2 | $24K | Buy |
199
+13
| +7% | +$1.57K | ﹤0.01% | 829 |
|
|
2019
Q1 | $17K | Buy |
186
+49
| +36% | +$4.48K | ﹤0.01% | 880 |
|
|
2018
Q4 | $10K | Buy |
+137
| New | +$10K | ﹤0.01% | 970 |
|