Hennessy Advisors Inc’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.3M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.44M | Sell |
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|
2021
Q3 | $13.8M | Sell |
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|
2021
Q2 | $15.8M | Hold |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $11.8M | Sell |
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|
2020
Q3 | $15.7M | Sell |
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|
2020
Q2 | $11.1M | Sell |
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|
2020
Q1 | $6.51M | Sell |
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|
2019
Q4 | $12.7M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $26.3M | Sell |
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|
2016
Q2 | $22.4M | Buy |
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|
2016
Q1 | $26.7M | Buy |
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|
2015
Q4 | $31.6M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $10.5M | Buy |
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|
2014
Q2 | $9.99M | Buy |
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|
2014
Q1 | $5.91M | Sell |
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|
2013
Q4 | $13M | Sell |
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|
2013
Q3 | $14.1M | Buy |
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|
2013
Q2 | $5.62M | Buy |
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