Miller Value Partners’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 |
-2,000
| Closed | -$659K | – | 39 |
|
|
2023
Q4 | $659K | Hold |
2,000
| – | – | 0.39% | 34 |
|
|
2023
Q3 | $591K | Hold |
2,000
| – | – | 0.37% | 38 |
|
|
2023
Q2 | $608K | Buy |
2,000
+1,000
| +100% | +$304K | 0.4% | 38 |
|
|
2023
Q1 | $229K | Hold |
1,000
| – | – | 0.01% | 79 |
|
|
2022
Q4 | $205K | Buy |
+1,000
| New | +$205K | 0.01% | 75 |
|