Pallas Capital Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,038
| Closed | -$1.66M | – | 443 |
|
|
2023
Q4 | $1.66M | Buy |
5,038
+189
| +4% | +$62.2K | 0.09% | 155 |
|
|
2023
Q3 | $1.18M | Buy |
4,849
+129
| +3% | +$31.3K | 0.07% | 166 |
|
|
2023
Q2 | $1.47M | Buy |
4,720
+351
| +8% | +$110K | 0.07% | 141 |
|
|
2023
Q1 | $985K | Buy |
4,369
+377
| +9% | +$85K | 0.09% | 148 |
|
|
2022
Q4 | $960K | Buy |
+3,992
| New | +$960K | 0.1% | 154 |
|