Loomis, Sayles & Company’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
45,633
+1,798
| +4% | +$607K | 0.02% | 284 |
|
|
2025
Q1 | $12.9M | Buy |
43,835
+10,083
| +30% | +$2.96M | 0.02% | 312 |
|
|
2024
Q4 | $12.1M | Buy |
+33,752
| New | +$12.1M | 0.02% | 343 |
|
|
2024
Q1 | – | Sell |
-28
| Closed | -$9K | – | 846 |
|
|
2023
Q4 | $9K | Sell |
28
-3
| -10% | -$964 | ﹤0.01% | 807 |
|
|
2023
Q3 | $9K | Buy |
31
+8
| +35% | +$2.32K | ﹤0.01% | 805 |
|
|
2023
Q2 | $7K | Sell |
23
-34
| -60% | -$10.3K | ﹤0.01% | 753 |
|
|
2023
Q1 | $13K | Buy |
+57
| New | +$13K | ﹤0.01% | 778 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$1K | – | 925 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 907 |
|
|
2022
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 846 |
|
|
2014
Q1 | – | Sell |
-316
| Closed | -$22K | – | 754 |
|
|
2013
Q4 | $22K | Buy |
+316
| New | +$22K | ﹤0.01% | 725 |
|