Outfitter Financial’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,480
| Closed | -$568K | – | 78 |
|
2023
Q1 | $568K | Sell |
2,480
-55
| -2% | -$12.6K | 0.51% | 64 |
|
2022
Q4 | $519K | Sell |
2,535
-96
| -4% | -$19.7K | 0.47% | 65 |
|
2022
Q3 | $564K | Hold |
2,631
| – | – | 0.55% | 61 |
|
2022
Q2 | $723K | Hold |
2,631
| – | – | 0.66% | 60 |
|
2022
Q1 | $790K | Buy |
2,631
+189
| +8% | +$56.8K | 0.6% | 62 |
|
2021
Q4 | $725K | Sell |
2,442
-85
| -3% | -$25.2K | 0.53% | 62 |
|
2021
Q3 | $801K | Buy |
2,527
+7
| +0.3% | +$2.22K | 0.63% | 59 |
|
2021
Q2 | $866K | Buy |
+2,520
| New | +$866K | 0.66% | 57 |
|