LPL Financial’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Buy |
11,348
+4,722
| +71% | +$538K | ﹤0.01% | 3689 |
|
|
2025
Q4 | $850K | Sell |
6,626
-233
| -3% | -$32.5K | ﹤0.01% | 4236 |
|
|
2025
Q3 | $1.1M | Sell |
6,859
-283
| -4% | -$47.7K | ﹤0.01% | 3904 |
|
|
2025
Q2 | $1.21M | Sell |
7,142
-2,001
| -22% | -$216K | ﹤0.01% | 3580 |
|
|
2025
Q1 | $694K | Buy |
9,143
+1,389
| +18% | +$112K | ﹤0.01% | 3860 |
|
|
2024
Q4 | $625K | Buy |
7,754
+50
| +0.6% | +$4.56K | ﹤0.01% | 3895 |
|
|
2024
Q3 | $675K | Sell |
7,704
-2,332
| -23% | -$210K | ﹤0.01% | 3745 |
|
|
2024
Q2 | $1.05M | Buy |
10,036
+1,302
| +15% | +$146K | ﹤0.01% | 3208 |
|
|
2024
Q1 | $1.07M | Buy |
8,734
+1,776
| +26% | +$245K | ﹤0.01% | 3117 |
|
|
2023
Q4 | $1.23M | Buy |
6,958
+1,109
| +19% | +$202K | ﹤0.01% | 2871 |
|
|
2023
Q3 | $1.05M | Sell |
5,849
-768
| -12% | -$166K | ﹤0.01% | 2851 |
|
|
2023
Q2 | $1.51M | Buy |
6,617
+748
| +13% | +$137K | ﹤0.01% | 2501 |
|
|
2023
Q1 | $1.14M | Buy |
5,869
+1,954
| +50% | +$392K | ﹤0.01% | 2651 |
|
|
2022
Q4 | $642K | Sell |
3,915
-130
| -3% | -$26.1K | ﹤0.01% | 3037 |
|
|
2022
Q3 | $601K | Buy |
+4,045
| New | +$665K | ﹤0.01% | 2981 |
|
|
2022
Q2 | – | Sell |
-1,199
| Closed | -$316K | – | 4434 |
|
|
2022
Q1 | $316K | Sell |
1,199
-1,912
| -61% | -$385K | ﹤0.01% | 3536 |
|
|
2021
Q4 | $645K | Sell |
3,111
-2,819
| -48% | -$625K | ﹤0.01% | 3059 |
|
|
2021
Q3 | $691K | Buy |
5,930
+2,900
| +96% | +$256K | ﹤0.01% | 2916 |
|
|
2021
Q2 | $236K | Sell |
3,030
-1,135
| -27% | -$94.1K | ﹤0.01% | 3780 |
|
|
2021
Q1 | $302K | Buy |
+4,165
| New | +$215K | ﹤0.01% | 3465 |
|
|
2014
Q4 | – | Sell |
-9,486
| Closed | -$505K | – | 2734 |
|
|
2014
Q3 | $505K | Sell |
9,486
-4,522
| -32% | -$283K | ﹤0.01% | 1776 |
|
|
2014
Q2 | $836K | Buy |
14,008
+9,320
| +199% | +$511K | ﹤0.01% | 1455 |
|
|
2014
Q1 | $228K | Sell |
4,688
-11,178
| -70% | -$480K | ﹤0.01% | 2337 |
|
|
2013
Q4 | $641K | Buy |
15,866
+425
| +3% | +$14.2K | ﹤0.01% | 1554 |
|
|
2013
Q3 | $454K | Sell |
15,441
-2,814
| -15% | -$84.1K | ﹤0.01% | 1722 |
|
|
2013
Q2 | $525K | Buy |
+18,255
| New | +$549K | ﹤0.01% | 1528 |
|
Other funds holding CAR
SIM
PCM
IG
VCM