PA
Paragon Advisors’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,768
| Closed | -$1.41M | – | 119 |
|
|
2023
Q3 | $1.41M | Buy |
+4,768
| New | +$1.41M | 0.58% | 38 |
|
|
2022
Q2 | – | Sell |
-9,187
| Closed | -$2.76M | – | 73 |
|
|
2022
Q1 | $2.76M | Buy |
+9,187
| New | +$2.76M | 1.15% | 23 |
|
|
2021
Q4 | – | Sell |
-2,954
| Closed | -$937K | – | 71 |
|
|
2021
Q3 | $937K | Sell |
2,954
-3,607
| -55% | -$1.14M | 0.45% | 51 |
|
|
2021
Q2 | $2.25M | Buy |
6,561
+5,447
| +489% | +$1.87M | 1.06% | 28 |
|
|
2021
Q1 | $435K | Buy |
+1,114
| New | +$435K | 0.24% | 64 |
|