Lee Financial’s Lithia Motors LAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-70	Closed	-$23.1K	–	529
2023 Q4	$23.1K	Hold	70	–	–	﹤0.01%	303
2023 Q3	$20.7K	Hold	70	–	–	﹤0.01%	297
2023 Q2	$21.3K	Hold	70	–	–	﹤0.01%	292
2023 Q1	$16K	Hold	70	–	–	﹤0.01%	344
2022 Q4	$14.3K	Hold	70	–	–	﹤0.01%	402
2022 Q3	$15K	Sell	70 -1	-1%	-$214	﹤0.01%	371
2022 Q2	$19K	Buy	71 +1	+1%	+$268	﹤0.01%	340
2022 Q1	$21K	Hold	70	–	–	﹤0.01%	330
2021 Q4	$21K	Hold	70	–	–	﹤0.01%	365
2021 Q3	$22K	Hold	70	–	–	﹤0.01%	322
2021 Q2	$24K	Hold	70	–	–	0.01%	299
2021 Q1	$27K	Sell	70 -10	-13%	-$3.86K	0.01%	273
2020 Q4	$23K	Hold	80	–	–	0.01%	270
2020 Q3	$18K	Hold	80	–	–	0.01%	321
2020 Q2	$12K	Hold	80	–	–	﹤0.01%	338
2020 Q1	$7K	Hold	80	–	–	﹤0.01%	343
2019 Q4	$12K	Hold	80	–	–	﹤0.01%	316
2019 Q3	$11K	Hold	80	–	–	﹤0.01%	324
2019 Q2	$10K	Hold	80	–	–	﹤0.01%	351
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	388
2018 Q4	$6K	Hold	80	–	–	﹤0.01%	351
2018 Q3	$7K	Hold	80	–	–	﹤0.01%	381
2018 Q2	$8K	Hold	80	–	–	﹤0.01%	532
2018 Q1	$8K	Hold	80	–	–	﹤0.01%	535
2017 Q4	$9K	Hold	80	–	–	﹤0.01%	354
2017 Q3	$10K	Hold	80	–	–	﹤0.01%	334
2017 Q2	$8K	Hold	80	–	–	﹤0.01%	359
2017 Q1	$7K	Hold	80	–	–	﹤0.01%	327
2016 Q4	$8K	Buy	+80	New	+$8K	﹤0.01%	323