Moody Aldrich 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
Q1 | – | Sell |
-625
| Closed | -$223K | – | 194 |
|
|
2024
Q4 | $223K | Buy |
+625
| New | +$223K | 0.04% | 188 |
|
|
2024
Q1 | – | Sell |
-963
| Closed | -$317K | – | 230 |
|
|
2023
Q4 | $317K | Sell |
963
-2
| -0.2% | -$659 | 0.06% | 163 |
|
|
2023
Q3 | $285K | Sell |
965
-21
| -2% | -$6.2K | 0.05% | 163 |
|
|
2023
Q2 | $300K | Sell |
986
-52
| -5% | -$15.8K | 0.06% | 135 |
|
|
2023
Q1 | $238K | Sell |
1,038
-285
| -22% | -$65.2K | 0.05% | 147 |
|
|
2022
Q4 | $271K | Sell |
1,323
-13
| -1% | -$2.66K | 0.05% | 143 |
|
|
2022
Q3 | $287K | Sell |
1,336
-3
| -0.2% | -$644 | 0.06% | 138 |
|
|
2022
Q2 | $368K | Sell |
1,339
-17
| -1% | -$4.67K | 0.07% | 121 |
|
|
2022
Q1 | $407K | Buy |
1,356
+337
| +33% | +$101K | 0.06% | 125 |
|
|
2021
Q4 | $303K | Sell |
1,019
-15
| -1% | -$4.46K | 0.04% | 139 |
|
|
2021
Q3 | $328K | Buy |
1,034
+317
| +44% | +$101K | 0.04% | 150 |
|
|
2021
Q2 | $246K | Sell |
717
-12,217
| -94% | -$4.19M | 0.03% | 158 |
|
|
2021
Q1 | $5.05M | Buy |
+12,934
| New | +$5.05M | 0.73% | 58 |
|