Isthmus Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,147
| Closed | -$410K | – | 223 |
|
|
2024
Q4 | $410K | Buy |
1,147
+50
| +5% | +$17.9K | 0.05% | 155 |
|
|
2024
Q3 | $348K | Buy |
1,097
+166
| +18% | +$52.7K | 0.04% | 163 |
|
|
2024
Q2 | $235K | Buy |
931
+61
| +7% | +$15.4K | 0.03% | 185 |
|
|
2024
Q1 | $262K | Hold |
870
| – | – | 0.03% | 184 |
|
|
2023
Q4 | $286K | Buy |
+870
| New | +$286K | 0.04% | 165 |
|