Hickory Lane Capital Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.8M | Hold |
12,250
| – | – | 3.43% | 12 |
|
|
2022
Q4 | $2.51M | Sell |
12,250
-1,750
| -13% | -$358K | 2.5% | 15 |
|
|
2022
Q3 | $3M | Sell |
14,000
-500
| -3% | -$107K | 3.12% | 12 |
|
|
2022
Q2 | $3.99M | Sell |
14,500
-2,500
| -15% | -$687K | 3.64% | 10 |
|
|
2022
Q1 | $5.1M | Sell |
17,000
-2,500
| -13% | -$750K | 3.12% | 10 |
|
|
2021
Q4 | $5.79M | Sell |
19,500
-9,500
| -33% | -$2.82M | 3.08% | 13 |
|
|
2021
Q3 | $9.19M | Sell |
29,000
-5,000
| -15% | -$1.59M | 5.19% | 1 |
|
|
2021
Q2 | $11.7M | Buy |
34,000
+9,500
| +39% | +$3.26M | 5.71% | 1 |
|
|
2021
Q1 | $9.56M | Hold |
24,500
| – | – | 6.21% | 2 |
|
|
2020
Q4 | $7.17M | Buy |
+24,500
| New | +$7.17M | 6.15% | 3 |
|