Globeflex Capital’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 |
-1,153
| Closed | -$247K | – | 503 |
|
|
2022
Q3 | $247K | Buy |
1,153
+81
| +8% | +$17.4K | 0.04% | 339 |
|
|
2022
Q2 | $295K | Buy |
1,072
+729
| +213% | +$201K | 0.07% | 290 |
|
|
2022
Q1 | $103K | Buy |
+343
| New | +$103K | 0.02% | 402 |
|
|
2021
Q1 | – | Sell |
-2,709
| Closed | -$793K | – | 475 |
|
|
2020
Q4 | $793K | Hold |
2,709
| – | – | 0.17% | 203 |
|
|
2020
Q3 | $617K | Buy |
+2,709
| New | +$617K | 0.16% | 206 |
|
|
2020
Q2 | – | Sell |
-4,078
| Closed | -$334K | – | 557 |
|
|
2020
Q1 | $334K | Hold |
4,078
| – | – | 0.1% | 297 |
|
|
2019
Q4 | $599K | Sell |
4,078
-152
| -4% | -$22.3K | 0.11% | 288 |
|
|
2019
Q3 | $560K | Buy |
+4,230
| New | +$560K | 0.12% | 275 |
|