Next Financial Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3K | Buy |
12
+6
| +100% | +$1.5K | ﹤0.01% | 2540 |
|
|
2021
Q3 | $2K | Sell |
6
-5
| -45% | -$1.67K | ﹤0.01% | 2493 |
|
|
2021
Q2 | $4K | Buy |
11
+6
| +120% | +$2.18K | ﹤0.01% | 2260 |
|
|
2021
Q1 | $2K | Sell |
5
-1
| -17% | -$400 | ﹤0.01% | 2312 |
|
|
2020
Q4 | $2K | Sell |
6
-210
| -97% | -$70K | ﹤0.01% | 2191 |
|
|
2020
Q3 | $50K | Buy |
+216
| New | +$50K | 0.01% | 1111 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$26K | – | 1800 |
|
|
2016
Q1 | $26K | Hold |
300
| – | – | 0.01% | 842 |
|
|
2015
Q4 | $32K | Hold |
300
| – | – | 0.01% | 774 |
|
|
2015
Q3 | $32K | Buy |
+300
| New | +$32K | 0.01% | 787 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$23K | – | 2139 |
|
|
2014
Q3 | $23K | Buy |
+300
| New | +$23K | ﹤0.01% | 1326 |
|