Private Trust Company’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$3.01K | – | 2315 |
|
|
2024
Q1 | $3.01K | Sell |
10
-11
| -52% | -$3.31K | ﹤0.01% | 2049 |
|
|
2023
Q4 | $6.92K | Buy |
21
+1
| +5% | +$329 | ﹤0.01% | 1801 |
|
|
2023
Q3 | $5.91K | Hold |
20
| – | – | ﹤0.01% | 1812 |
|
|
2023
Q2 | $6.08K | Sell |
20
-1
| -5% | -$304 | ﹤0.01% | 1810 |
|
|
2023
Q1 | $4.81K | Hold |
21
| – | – | ﹤0.01% | 1855 |
|
|
2022
Q4 | $4K | Sell |
21
-3
| -13% | -$571 | ﹤0.01% | 1866 |
|
|
2022
Q3 | $5K | Buy |
24
+3
| +14% | +$625 | ﹤0.01% | 1667 |
|
|
2022
Q2 | $6K | Buy |
+21
| New | +$6K | ﹤0.01% | 1692 |
|
|
2014
Q4 | – | Sell |
-38
| Closed | -$3K | – | 774 |
|
|
2014
Q3 | $3K | Buy |
38
+11
| +41% | +$868 | ﹤0.01% | 1471 |
|
|
2014
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 1477 |
|
|
2014
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 1484 |
|
|
2013
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1464 |
|
|
2013
Q3 | $2K | Sell |
27
-25
| -48% | -$1.85K | ﹤0.01% | 1418 |
|
|
2013
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 1223 |
|