Mitsubishi UFJ Trust & Banking’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 |
-296
| Closed | -$86.9K | – | 1086 |
|
|
2025
Q1 | $86.9K | Buy |
+296
| New | +$86.9K | ﹤0.01% | 1041 |
|
|
2024
Q4 | – | Sell |
-325
| Closed | -$103K | – | 1066 |
|
|
2024
Q3 | $103K | Buy |
+325
| New | +$103K | ﹤0.01% | 1042 |
|
|
2023
Q3 | – | Sell |
-924
| Closed | -$281K | – | 1171 |
|
|
2023
Q2 | $281K | Sell |
924
-117
| -11% | -$35.6K | ﹤0.01% | 963 |
|
|
2023
Q1 | $238K | Sell |
1,041
-166
| -14% | -$38K | ﹤0.01% | 1038 |
|
|
2022
Q4 | $247K | Buy |
1,207
+127
| +12% | +$26K | ﹤0.01% | 1030 |
|
|
2022
Q3 | $232K | Buy |
1,080
+154
| +17% | +$33.1K | ﹤0.01% | 1026 |
|
|
2022
Q2 | $254K | Sell |
926
-1,465
| -61% | -$402K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $718K | Hold |
2,391
| – | – | ﹤0.01% | 955 |
|
|
2021
Q4 | $710K | Sell |
2,391
-68
| -3% | -$20.2K | ﹤0.01% | 993 |
|
|
2021
Q3 | $780K | Buy |
2,459
+100
| +4% | +$31.7K | ﹤0.01% | 984 |
|
|
2021
Q2 | $791K | Sell |
2,359
-132
| -5% | -$44.3K | ﹤0.01% | 988 |
|
|
2021
Q1 | $729K | Sell |
2,491
-1,409
| -36% | -$412K | ﹤0.01% | 944 |
|
|
2020
Q4 | $1.14M | Sell |
3,900
-1,300
| -25% | -$380K | ﹤0.01% | 896 |
|
|
2020
Q3 | $1.19M | Sell |
5,200
-100
| -2% | -$22.8K | ﹤0.01% | 844 |
|
|
2020
Q2 | $802K | Buy |
5,300
+500
| +10% | +$75.7K | ﹤0.01% | 885 |
|
|
2020
Q1 | $393K | Hold |
4,800
| – | – | ﹤0.01% | 987 |
|
|
2019
Q4 | $706K | Sell |
4,800
-900
| -16% | -$132K | ﹤0.01% | 968 |
|
|
2019
Q3 | $755K | Buy |
+5,700
| New | +$755K | ﹤0.01% | 945 |
|