Institutional & Family Asset Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.34K | Buy |
37
+9
| +32% | +$2.27K | ﹤0.01% | 424 |
|
|
2024
Q1 | $8.42K | Hold |
28
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $9.22K | Hold |
28
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $8.27K | Hold |
28
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $8.52K | Buy |
28
+3
| +12% | +$912 | ﹤0.01% | 403 |
|
|
2023
Q1 | $5.72K | Hold |
25
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $5.12K | Hold |
25
| – | – | ﹤0.01% | 465 |
|
|
2022
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 477 |
|
|
2022
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 438 |
|
|
2022
Q1 | $8K | Hold |
25
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $8K | Hold |
25
| – | – | ﹤0.01% | 582 |
|
|
2021
Q2 | $9K | Hold |
25
| – | – | ﹤0.01% | 610 |
|
|
2021
Q1 | $10K | Sell |
25
-1
| -4% | -$400 | ﹤0.01% | 568 |
|
|
2020
Q4 | $8K | Buy |
+26
| New | +$8K | ﹤0.01% | 576 |
|