Kestra Advisory Services’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 | – | Sell |
-685
| Closed | -$206K | – | 2648 |
|
|
2024
Q1 | $206K | Sell |
685
-2,264
| -77% | -$681K | ﹤0.01% | 2254 |
|
|
2023
Q4 | $971K | Sell |
2,949
-160
| -5% | -$52.7K | 0.01% | 1133 |
|
|
2023
Q3 | $918K | Buy |
3,109
+67
| +2% | +$19.8K | 0.01% | 1037 |
|
|
2023
Q2 | $925K | Sell |
3,042
-42
| -1% | -$12.8K | 0.01% | 1019 |
|
|
2023
Q1 | $706K | Sell |
3,084
-368
| -11% | -$84.2K | 0.01% | 1114 |
|
|
2022
Q4 | $707K | Buy |
3,452
+1,311
| +61% | +$268K | 0.01% | 1215 |
|
|
2022
Q3 | $459K | Sell |
2,141
-27
| -1% | -$5.79K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $596K | Buy |
2,168
+104
| +5% | +$28.6K | 0.01% | 1220 |
|
|
2022
Q1 | $619K | Sell |
2,064
-2
| -0.1% | -$600 | 0.01% | 1170 |
|
|
2021
Q4 | $614K | Sell |
2,066
-1,558
| -43% | -$463K | 0.01% | 1208 |
|
|
2021
Q3 | $1.15M | Buy |
+3,624
| New | +$1.15M | 0.01% | 946 |
|