InceptionR’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,595
| Closed | -$1.14M | – | 755 |
|
2024
Q3 | $1.14M | Buy |
+3,595
| New | +$1.14M | 0.28% | 101 |
|
2024
Q2 | – | Sell |
-2,140
| Closed | -$644K | – | 736 |
|
2024
Q1 | $644K | Buy |
+2,140
| New | +$644K | 0.17% | 240 |
|
2023
Q4 | – | Sell |
-1,103
| Closed | -$326K | – | 455 |
|
2023
Q3 | $326K | Buy |
+1,103
| New | +$326K | 0.18% | 241 |
|
2023
Q2 | – | Sell |
-2,428
| Closed | -$556K | – | 531 |
|
2023
Q1 | $556K | Buy |
+2,428
| New | +$556K | 0.18% | 218 |
|