Metis Global Partners’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 | – | Sell |
-865
| Closed | -$254K | – | 793 |
|
|
2025
Q1 | $254K | Hold |
865
| – | – | 0.01% | 702 |
|
|
2024
Q4 | $309K | Sell |
865
-110
| -11% | -$39.3K | 0.01% | 659 |
|
|
2024
Q3 | $310K | Sell |
975
-94
| -9% | -$29.9K | 0.01% | 663 |
|
|
2024
Q2 | $270K | Hold |
1,069
| – | – | 0.01% | 671 |
|
|
2024
Q1 | $322K | Hold |
1,069
| – | – | 0.01% | 647 |
|
|
2023
Q4 | $352K | Hold |
1,069
| – | – | 0.01% | 621 |
|
|
2023
Q3 | $316K | Buy |
1,069
+6
| +0.6% | +$1.77K | 0.02% | 624 |
|
|
2023
Q2 | $323K | Hold |
1,063
| – | – | 0.02% | 606 |
|
|
2023
Q1 | $243K | Buy |
+1,063
| New | +$243K | 0.02% | 608 |
|