Gradient Investments’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-180
| Closed | -$59.3K | – | 1563 |
|
|
2023
Q4 | $59.3K | Hold |
180
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $53.2K | Hold |
180
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $54.7K | Hold |
180
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $41.2K | Hold |
180
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $36.9K | Hold |
180
| – | – | ﹤0.01% | 565 |
|
|
2022
Q3 | $39K | Hold |
180
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $49K | Hold |
180
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $54K | Hold |
180
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $53K | Hold |
180
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $57K | Hold |
180
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $62K | Hold |
180
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $70K | Hold |
180
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $41K | Hold |
180
| – | – | ﹤0.01% | 438 |
|
|
2020
Q3 | $41K | Hold |
180
| – | – | ﹤0.01% | 443 |
|
|
2020
Q2 | $27K | Hold |
180
| – | – | ﹤0.01% | 475 |
|
|
2020
Q1 | $15K | Hold |
180
| – | – | ﹤0.01% | 569 |
|
|
2019
Q4 | $26K | Hold |
180
| – | – | ﹤0.01% | 526 |
|
|
2019
Q3 | $24K | Hold |
180
| – | – | ﹤0.01% | 503 |
|
|
2019
Q2 | $21K | Sell |
180
-50
| -22% | -$5.83K | ﹤0.01% | 508 |
|
|
2019
Q1 | $21K | Buy |
230
+50
| +28% | +$4.57K | ﹤0.01% | 440 |
|
|
2018
Q4 | $14K | Sell |
180
-925
| -84% | -$71.9K | ﹤0.01% | 518 |
|
|
2018
Q3 | $90K | Buy |
1,105
+925
| +514% | +$75.3K | ﹤0.01% | 291 |
|
|
2018
Q2 | $17K | Hold |
180
| – | – | ﹤0.01% | 513 |
|
|
2018
Q1 | $18K | Hold |
180
| – | – | ﹤0.01% | 494 |
|
|
2017
Q4 | $20K | Buy |
+180
| New | +$20K | ﹤0.01% | 472 |
|
|
2013
Q4 | – | Sell |
-8
| Closed | -$1K | – | 618 |
|
|
2013
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 450 |
|
|
2013
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 480 |
|