Panagora Asset Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Buy |
809
+31
| +4% | +$9.21K | ﹤0.01% | 1102 |
|
|
2025
Q4 | $259K | Sell |
778
-495
| -39% | -$157K | ﹤0.01% | 1045 |
|
|
2025
Q3 | $402K | Hold |
1,273
| – | – | ﹤0.01% | 866 |
|
|
2025
Q2 | $430K | Buy |
1,273
+495
| +64% | +$153K | ﹤0.01% | 839 |
|
|
2025
Q1 | $228K | Hold |
778
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q4 | $278K | Hold |
778
| – | – | ﹤0.01% | 980 |
|
|
2024
Q3 | $247K | Buy |
+778
| New | +$217K | ﹤0.01% | 1096 |
|
|
2024
Q2 | – | Sell |
-778
| Closed | -$234K | – | 1251 |
|
|
2024
Q1 | $234K | Hold |
778
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q4 | $256K | Hold |
778
| – | – | ﹤0.01% | 1121 |
|
|
2023
Q3 | $230K | Hold |
778
| – | – | ﹤0.01% | 1135 |
|
|
2023
Q2 | $237K | Buy |
+778
| New | +$186K | ﹤0.01% | 1152 |
|
|
2022
Q3 | – | Sell |
-778
| Closed | -$214K | – | 1490 |
|
|
2022
Q2 | $214K | Buy |
778
+8
| +1% | +$2.33K | ﹤0.01% | 1393 |
|
|
2022
Q1 | $231K | Hold |
770
| – | – | ﹤0.01% | 1419 |
|
|
2021
Q4 | $229K | Hold |
770
| – | – | ﹤0.01% | 1453 |
|
|
2021
Q3 | $244K | Hold |
770
| – | – | ﹤0.01% | 1585 |
|
|
2021
Q2 | $265K | Sell |
770
-391
| -34% | -$141K | ﹤0.01% | 1572 |
|
|
2021
Q1 | $453K | Sell |
1,161
-10,043
| -90% | -$3.61M | ﹤0.01% | 1379 |
|
|
2020
Q4 | $3.28M | Buy |
11,204
+198
| +2% | +$54.2K | 0.02% | 541 |
|
|
2020
Q3 | $2.51M | Buy |
+11,006
| New | +$2.48M | 0.02% | 558 |
|
|
2020
Q2 | – | Sell |
-217
| Closed | -$18K | – | 2608 |
|
|
2020
Q1 | $18K | Buy |
217
+39
| +22% | +$4.71K | ﹤0.01% | 2059 |
|
|
2019
Q4 | $26K | Sell |
178
-33
| -16% | -$4.96K | ﹤0.01% | 2005 |
|
|
2019
Q3 | $28K | Buy |
+211
| New | +$27K | ﹤0.01% | 2042 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
