J.P. Morgan Private Wealth Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.19M | Sell |
14,184
-411
| -3% | -$121K | 0.01% | 537 |
|
|
2023
Q2 | $4.44M | Sell |
14,595
-1,202
| -8% | -$366K | 0.02% | 364 |
|
|
2023
Q1 | $3.62M | Buy |
15,797
+388
| +3% | +$88.8K | 0.01% | 676 |
|
|
2022
Q4 | $3.15M | Sell |
15,409
-1,810
| -11% | -$371K | 0.01% | 705 |
|
|
2022
Q3 | $3.69M | Sell |
17,219
-3,131
| -15% | -$672K | 0.01% | 634 |
|
|
2022
Q2 | $5.59M | Sell |
20,350
-108,100
| -84% | -$29.7M | 0.01% | 544 |
|
|
2022
Q1 | $38.6M | Buy |
128,450
+47,064
| +58% | +$14.1M | 0.08% | 223 |
|
|
2021
Q4 | $24.2M | Sell |
81,386
-37,888
| -32% | -$11.3M | 0.05% | 288 |
|
|
2021
Q3 | $37.8M | Buy |
119,274
+39,618
| +50% | +$12.6M | 0.09% | 217 |
|
|
2021
Q2 | $27.4M | Buy |
79,656
+71,730
| +905% | +$24.6M | 0.07% | 255 |
|
|
2021
Q1 | $3.09M | Buy |
7,926
+3,978
| +101% | +$1.55M | 0.01% | 632 |
|
|
2020
Q4 | $1.16M | Sell |
3,948
-45
| -1% | -$13.2K | ﹤0.01% | 952 |
|
|
2020
Q3 | $910K | Sell |
3,993
-283
| -7% | -$64.5K | ﹤0.01% | 919 |
|
|
2020
Q2 | $647K | Buy |
4,276
+419
| +11% | +$63.4K | ﹤0.01% | 974 |
|
|
2020
Q1 | $315K | Buy |
+3,857
| New | +$315K | ﹤0.01% | 1116 |
|
|
2017
Q2 | – | Sell |
-3,095
| Closed | -$265K | – | 1293 |
|
|
2017
Q1 | $265K | Buy |
3,095
+55
| +2% | +$4.71K | ﹤0.01% | 1125 |
|
|
2016
Q4 | $294K | Sell |
3,040
-649
| -18% | -$62.8K | ﹤0.01% | 1003 |
|
|
2016
Q3 | $352K | Buy |
3,689
+111
| +3% | +$10.6K | ﹤0.01% | 919 |
|
|
2016
Q2 | $254K | Sell |
3,578
-686
| -16% | -$48.7K | ﹤0.01% | 1048 |
|
|
2016
Q1 | $372K | Sell |
4,264
-734
| -15% | -$64K | ﹤0.01% | 865 |
|
|
2015
Q4 | $533K | Buy |
4,998
+1,958
| +64% | +$209K | 0.01% | 671 |
|
|
2015
Q3 | $329K | Sell |
3,040
-492
| -14% | -$53.2K | ﹤0.01% | 765 |
|
|
2015
Q2 | $400K | Sell |
3,532
-318
| -8% | -$36K | ﹤0.01% | 756 |
|
|
2015
Q1 | $382K | Buy |
3,850
+135
| +4% | +$13.4K | ﹤0.01% | 802 |
|
|
2014
Q4 | $322K | Sell |
3,715
-69
| -2% | -$5.98K | ﹤0.01% | 848 |
|
|
2014
Q3 | $286K | Sell |
3,784
-1,384
| -27% | -$105K | ﹤0.01% | 859 |
|
|
2014
Q2 | $486K | Sell |
5,168
-3,309
| -39% | -$311K | 0.01% | 570 |
|
|
2014
Q1 | $563K | Buy |
+8,477
| New | +$563K | 0.01% | 534 |
|