Patriot Financial Group Insurance Agency’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+610
| New | +$206K | 0.02% | 487 |
|
|
2022
Q3 | – | Sell |
-128
| Closed | -$35K | – | 1253 |
|
|
2022
Q2 | $35K | Sell |
128
-18
| -12% | -$4.92K | 0.01% | 846 |
|
|
2022
Q1 | $44K | Sell |
146
-4
| -3% | -$1.21K | 0.01% | 821 |
|
|
2021
Q4 | $45K | Hold |
150
| – | – | 0.01% | 913 |
|
|
2021
Q3 | $48K | Buy |
150
+8
| +6% | +$2.56K | 0.01% | 880 |
|
|
2021
Q2 | $49K | Hold |
142
| – | – | 0.01% | 841 |
|
|
2021
Q1 | $55K | Sell |
142
-1
| -0.7% | -$387 | 0.01% | 736 |
|
|
2020
Q4 | $42K | Hold |
143
| – | – | 0.01% | 737 |
|
|
2020
Q3 | $33K | Hold |
143
| – | – | 0.01% | 642 |
|
|
2020
Q2 | $22K | Sell |
143
-38
| -21% | -$5.85K | 0.01% | 719 |
|
|
2020
Q1 | $15K | Buy |
181
+81
| +81% | +$6.71K | 0.01% | 734 |
|
|
2019
Q4 | $15K | Hold |
100
| – | – | 0.01% | 746 |
|
|
2019
Q3 | $13K | Hold |
100
| – | – | 0.01% | 752 |
|
|
2019
Q2 | $12K | Hold |
100
| – | – | 0.01% | 766 |
|
|
2019
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 732 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | 0.01% | 659 |
|
|
2018
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 667 |
|