Prelude Capital Management’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 | – | Sell |
-776
| Closed | -$228K | – | 1160 |
|
|
2025
Q1 | $228K | Buy |
+776
| New | +$228K | 0.02% | 765 |
|
|
2023
Q1 | – | Sell |
-1,603
| Closed | -$328K | – | 1220 |
|
|
2022
Q4 | $328K | Buy |
1,603
+462
| +40% | +$94.6K | 0.02% | 658 |
|
|
2022
Q3 | $245K | Sell |
1,141
-1,639
| -59% | -$352K | 0.01% | 951 |
|
|
2022
Q2 | $764K | Sell |
2,780
-1,091
| -28% | -$300K | 0.02% | 511 |
|
|
2022
Q1 | $1.16M | Buy |
3,871
+2,738
| +242% | +$822K | 0.03% | 412 |
|
|
2021
Q4 | $336K | Sell |
1,133
-299
| -21% | -$88.7K | 0.01% | 975 |
|
|
2021
Q3 | $454K | Buy |
1,432
+738
| +106% | +$234K | 0.01% | 703 |
|
|
2021
Q2 | $238K | Buy |
+694
| New | +$238K | 0.01% | 1062 |
|
|
2020
Q2 | – | Sell |
-426
| Closed | -$35K | – | 1534 |
|
|
2020
Q1 | $35K | Sell |
426
-71
| -14% | -$5.83K | ﹤0.01% | 547 |
|
|
2019
Q4 | $73K | Buy |
+497
| New | +$73K | ﹤0.01% | 837 |
|
|
2016
Q1 | – | Sell |
-160
| Closed | -$17K | – | 1317 |
|
|
2015
Q4 | $17K | Buy |
+160
| New | +$17K | ﹤0.01% | 1138 |
|
|
2015
Q1 | – | Sell |
-750
| Closed | -$65K | – | 1953 |
|
|
2014
Q4 | $65K | Sell |
750
-1,350
| -64% | -$117K | 0.01% | 1089 |
|
|
2014
Q3 | $159K | Buy |
+2,100
| New | +$159K | 0.02% | 739 |
|
|
2014
Q2 | – | Sell |
-2,000
| Closed | -$133K | – | 1854 |
|
|
2014
Q1 | $133K | Buy |
+2,000
| New | +$133K | 0.02% | 778 |
|