Raymond James Financial Services Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.42M | Buy |
10,759
+224
| +2% | +$71.2K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $2.66M | Buy |
10,535
+476
| +5% | +$120K | ﹤0.01% | 1501 |
|
|
2024
Q1 | $3.03M | Buy |
10,059
+4,999
| +99% | +$1.5M | ﹤0.01% | 1422 |
|
|
2023
Q4 | $1.67M | Sell |
5,060
-686
| -12% | -$226K | ﹤0.01% | 1664 |
|
|
2023
Q3 | $1.7M | Buy |
5,746
+184
| +3% | +$54.3K | ﹤0.01% | 1589 |
|
|
2023
Q2 | $1.69M | Buy |
5,562
+21
| +0.4% | +$6.39K | ﹤0.01% | 1611 |
|
|
2023
Q1 | $1.27M | Buy |
5,541
+59
| +1% | +$13.5K | ﹤0.01% | 1760 |
|
|
2022
Q4 | $1.12M | Buy |
5,482
+128
| +2% | +$26.2K | ﹤0.01% | 1765 |
|
|
2022
Q3 | $1.15M | Buy |
5,354
+1,976
| +58% | +$424K | ﹤0.01% | 1733 |
|
|
2022
Q2 | $928K | Sell |
3,378
-222
| -6% | -$61K | ﹤0.01% | 1886 |
|
|
2022
Q1 | $1.08M | Buy |
3,600
+99
| +3% | +$29.7K | ﹤0.01% | 1889 |
|
|
2021
Q4 | $1.04M | Sell |
3,501
-1,346
| -28% | -$400K | ﹤0.01% | 1963 |
|
|
2021
Q3 | $1.54M | Buy |
4,847
+1,431
| +42% | +$454K | ﹤0.01% | 1649 |
|
|
2021
Q2 | $1.17M | Buy |
3,416
+2,840
| +493% | +$976K | ﹤0.01% | 1847 |
|
|
2021
Q1 | $225K | Buy |
+576
| New | +$225K | ﹤0.01% | 2830 |
|
|
2017
Q4 | – | Sell |
-20,773
| Closed | -$2.5M | – | 2584 |
|
|
2017
Q3 | $2.5M | Sell |
20,773
-3,605
| -15% | -$434K | 0.02% | 816 |
|
|
2017
Q2 | $2.3M | Buy |
24,378
+536
| +2% | +$50.5K | 0.02% | 827 |
|
|
2017
Q1 | $2.04M | Buy |
23,842
+905
| +4% | +$77.5K | 0.02% | 819 |
|
|
2016
Q4 | $2.22M | Buy |
+22,937
| New | +$2.22M | 0.02% | 727 |
|