Jefferies Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,406
| Closed | -$2.67M | – | 1183 |
|
|
2021
Q3 | $2.67M | Buy |
+8,406
| New | +$2.67M | 0.02% | 338 |
|
|
2021
Q2 | – | Sell |
-4,054
| Closed | -$1.58M | – | 1222 |
|
|
2021
Q1 | $1.58M | Buy |
+4,054
| New | +$1.58M | 0.01% | 443 |
|
|
2020
Q1 | – | Sell |
-2,636
| Closed | -$387K | – | 1417 |
|
|
2019
Q4 | $387K | Buy |
+2,636
| New | +$387K | ﹤0.01% | 1131 |
|
|
2019
Q3 | – | Sell |
-2,076
| Closed | -$247K | – | 1804 |
|
|
2019
Q2 | $247K | Buy |
+2,076
| New | +$247K | ﹤0.01% | 1223 |
|
|
2018
Q4 | – | Sell |
-2,514
| Closed | -$205K | – | 1554 |
|
|
2018
Q3 | $205K | Sell |
2,514
-6,236
| -71% | -$509K | ﹤0.01% | 1375 |
|
|
2018
Q2 | $827K | Buy |
8,750
+3,451
| +65% | +$326K | ﹤0.01% | 769 |
|
|
2018
Q1 | $533K | Sell |
5,299
-39,437
| -88% | -$3.97M | ﹤0.01% | 875 |
|
|
2017
Q4 | $5.08M | Buy |
+44,736
| New | +$5.08M | 0.02% | 238 |
|
|
2017
Q3 | – | Sell |
-4,291
| Closed | -$404K | – | 1660 |
|
|
2017
Q2 | $404K | Sell |
4,291
-2,224
| -34% | -$209K | ﹤0.01% | 1057 |
|
|
2017
Q1 | $558K | Buy |
+6,515
| New | +$558K | ﹤0.01% | 876 |
|