Morgan Stanley’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 | $160M | Buy |
474,177
+97,332
| +26% | +$32.9M | 0.01% | 999 |
|
|
2025
Q1 | $111M | Sell |
376,845
-76,807
| -17% | -$22.5M | 0.01% | 1180 |
|
|
2024
Q4 | $162M | Buy |
453,652
+68,229
| +18% | +$24.4M | 0.01% | 941 |
|
|
2024
Q3 | $122M | Sell |
385,423
-24,658
| -6% | -$7.83M | 0.01% | 1097 |
|
|
2024
Q2 | $104M | Sell |
410,081
-15,191
| -4% | -$3.83M | 0.01% | 1161 |
|
|
2024
Q1 | $128M | Sell |
425,272
-556,218
| -57% | -$167M | 0.01% | 1032 |
|
|
2023
Q4 | $323M | Buy |
981,490
+550,102
| +128% | +$181M | 0.01% | 878 |
|
|
2023
Q3 | $127M | Sell |
431,388
-87,530
| -17% | -$25.9M | 0.01% | 919 |
|
|
2023
Q2 | $158M | Buy |
518,918
+31,176
| +6% | +$9.48M | 0.02% | 820 |
|
|
2023
Q1 | $112M | Buy |
487,742
+23,989
| +5% | +$5.49M | 0.01% | 999 |
|
|
2022
Q4 | $94.9M | Buy |
463,753
+247,174
| +114% | +$50.6M | 0.01% | 1062 |
|
|
2022
Q3 | $46.5M | Sell |
216,579
-39,686
| -15% | -$8.51M | 0.01% | 1370 |
|
|
2022
Q2 | $70.4M | Buy |
256,265
+184,004
| +255% | +$50.6M | 0.01% | 1143 |
|
|
2022
Q1 | $21.7M | Sell |
72,261
-43,104
| -37% | -$12.9M | ﹤0.01% | 2025 |
|
|
2021
Q4 | $34.3M | Buy |
115,365
+32,383
| +39% | +$9.62M | ﹤0.01% | 1643 |
|
|
2021
Q3 | $26.3M | Buy |
82,982
+33,071
| +66% | +$10.5M | ﹤0.01% | 1800 |
|
|
2021
Q2 | $17.2M | Sell |
49,911
-17,758
| -26% | -$6.1M | ﹤0.01% | 2327 |
|
|
2021
Q1 | $26.4M | Buy |
67,669
+18,357
| +37% | +$7.16M | ﹤0.01% | 1668 |
|
|
2020
Q4 | $14.4M | Buy |
49,312
+30,956
| +169% | +$9.06M | ﹤0.01% | 2131 |
|
|
2020
Q3 | $4.18M | Sell |
18,356
-50,018
| -73% | -$11.4M | ﹤0.01% | 2881 |
|
|
2020
Q2 | $10.3M | Sell |
68,374
-78,432
| -53% | -$11.9M | ﹤0.01% | 1932 |
|
|
2020
Q1 | $12M | Sell |
146,806
-82,369
| -36% | -$6.74M | ﹤0.01% | 1646 |
|
|
2019
Q4 | $33.7M | Buy |
229,175
+22,157
| +11% | +$3.26M | 0.01% | 1197 |
|
|
2019
Q3 | $27.4M | Buy |
207,018
+4,867
| +2% | +$644K | 0.01% | 1259 |
|
|
2019
Q2 | $24M | Buy |
202,151
+108,927
| +117% | +$12.9M | 0.01% | 1350 |
|
|
2019
Q1 | $8.65M | Buy |
93,224
+21,678
| +30% | +$2.01M | ﹤0.01% | 2175 |
|
|
2018
Q4 | $5.46M | Sell |
71,546
-20,682
| -22% | -$1.58M | ﹤0.01% | 2803 |
|
|
2018
Q3 | $7.53M | Sell |
92,228
-122,403
| -57% | -$9.99M | ﹤0.01% | 2720 |
|
|
2018
Q2 | $20.3M | Buy |
214,631
+49,744
| +30% | +$4.7M | 0.01% | 1635 |
|
|
2018
Q1 | $16.6M | Buy |
164,887
+61,240
| +59% | +$6.16M | ﹤0.01% | 1842 |
|
|
2017
Q4 | $11.8M | Buy |
103,647
+44,677
| +76% | +$5.07M | ﹤0.01% | 2230 |
|
|
2017
Q3 | $7.09M | Buy |
58,970
+4,233
| +8% | +$509K | ﹤0.01% | 2606 |
|
|
2017
Q2 | $5.16M | Sell |
54,737
-19,493
| -26% | -$1.84M | ﹤0.01% | 2800 |
|
|
2017
Q1 | $6.36M | Sell |
74,230
-25,200
| -25% | -$2.16M | ﹤0.01% | 2623 |
|
|
2016
Q4 | $9.63M | Buy |
99,430
+64,787
| +187% | +$6.27M | ﹤0.01% | 2293 |
|
|
2016
Q3 | $3.31M | Sell |
34,643
-10,568
| -23% | -$1.01M | ﹤0.01% | 3069 |
|
|
2016
Q2 | $3.21M | Sell |
45,211
-126,040
| -74% | -$8.96M | ﹤0.01% | 3014 |
|
|
2016
Q1 | $15M | Buy |
171,251
+9,103
| +6% | +$795K | 0.01% | 1542 |
|
|
2015
Q4 | $17.3M | Sell |
162,148
-10,731
| -6% | -$1.14M | 0.01% | 1523 |
|
|
2015
Q3 | $18.7M | Sell |
172,879
-18,865
| -10% | -$2.04M | 0.01% | 1432 |
|
|
2015
Q2 | $21.7M | Sell |
191,744
-78,548
| -29% | -$8.89M | 0.01% | 1426 |
|
|
2015
Q1 | $26.9M | Buy |
270,292
+46,301
| +21% | +$4.6M | 0.01% | 1224 |
|
|
2014
Q4 | $19.4M | Sell |
223,991
-9,289
| -4% | -$805K | 0.01% | 1510 |
|
|
2014
Q3 | $17.7M | Buy |
233,280
+134,140
| +135% | +$10.2M | 0.01% | 1532 |
|
|
2014
Q2 | $9.33M | Sell |
99,140
-46,173
| -32% | -$4.34M | ﹤0.01% | 2097 |
|
|
2014
Q1 | $9.66M | Buy |
145,313
+77,694
| +115% | +$5.16M | ﹤0.01% | 1981 |
|
|
2013
Q4 | $4.69M | Sell |
67,619
-40,927
| -38% | -$2.84M | ﹤0.01% | 2629 |
|
|
2013
Q3 | $7.92M | Buy |
108,546
+31,856
| +42% | +$2.32M | ﹤0.01% | 1978 |
|
|
2013
Q2 | $4.09M | Buy |
+76,690
| New | +$4.09M | ﹤0.01% | 2526 |
|