KeyBank National Association’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,037
| Closed | -$248K | – | 961 |
|
|
2020
Q1 | $248K | Buy |
3,037
+37
| +1% | +$3.02K | ﹤0.01% | 808 |
|
|
2019
Q4 | $441K | Hold |
3,000
| – | – | ﹤0.01% | 759 |
|
|
2019
Q3 | $397K | Sell |
3,000
-844
| -22% | -$112K | ﹤0.01% | 772 |
|
|
2019
Q2 | $457K | Buy |
+3,844
| New | +$457K | ﹤0.01% | 765 |
|
|
2018
Q3 | – | Sell |
-3,150
| Closed | -$298K | – | 1067 |
|
|
2018
Q2 | $298K | Sell |
3,150
-12,050
| -79% | -$1.14M | ﹤0.01% | 879 |
|
|
2018
Q1 | $1.53M | Sell |
15,200
-1,300
| -8% | -$131K | 0.01% | 405 |
|
|
2017
Q4 | $1.87M | Buy |
16,500
+175
| +1% | +$19.9K | 0.01% | 372 |
|
|
2017
Q3 | $1.96M | Buy |
16,325
+1,950
| +14% | +$235K | 0.01% | 361 |
|
|
2017
Q2 | $1.36M | Buy |
+14,375
| New | +$1.36M | 0.01% | 472 |
|