LMCG Investments’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $21.4M | Buy |
197,996
+96,900
| +96% | +$10.5M | 0.46% | 56 |
|
|
2015
Q2 | $11.4M | Sell |
101,096
-50,537
| -33% | -$5.72M | 0.25% | 149 |
|
|
2015
Q1 | $15.1M | Buy |
151,633
+23,801
| +19% | +$2.37M | 0.32% | 113 |
|
|
2014
Q4 | $11.1M | Buy |
127,832
+41,369
| +48% | +$3.59M | 0.24% | 172 |
|
|
2014
Q3 | $6.54M | Sell |
86,463
-9,093
| -10% | -$688K | 0.15% | 250 |
|
|
2014
Q2 | $8.99M | Sell |
95,556
-18,805
| -16% | -$1.77M | 0.19% | 216 |
|
|
2014
Q1 | $7.6M | Buy |
114,361
+57,505
| +101% | +$3.82M | 0.17% | 234 |
|
|
2013
Q4 | $3.95M | Buy |
+56,856
| New | +$3.95M | 0.08% | 282 |
|