Renaissance Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,956
| Closed | -$1.76M | – | 272 |
|
2023
Q3 | $1.76M | Buy |
5,956
+72
| +1% | +$21.3K | 0.08% | 174 |
|
2023
Q2 | $1.79M | Buy |
5,884
+252
| +4% | +$76.6K | 0.08% | 164 |
|
2023
Q1 | $1.29M | Buy |
5,632
+387
| +7% | +$88.6K | 0.06% | 196 |
|
2022
Q4 | $1.07M | Buy |
5,245
+52
| +1% | +$10.6K | 0.05% | 198 |
|
2022
Q3 | $1.11M | Buy |
5,193
+847
| +19% | +$182K | 0.06% | 182 |
|
2022
Q2 | $1.19M | Buy |
4,346
+208
| +5% | +$57.1K | 0.06% | 156 |
|
2022
Q1 | $1.24M | Buy |
4,138
+261
| +7% | +$78.3K | 0.06% | 156 |
|
2021
Q4 | $1.15M | Buy |
3,877
+112
| +3% | +$33.3K | 0.05% | 164 |
|
2021
Q3 | $1.19M | Sell |
3,765
-1
| -0% | -$317 | 0.05% | 145 |
|
2021
Q2 | $1.29M | Sell |
3,766
-38
| -1% | -$13.1K | 0.05% | 132 |
|
2021
Q1 | $1.48M | Buy |
3,804
+110
| +3% | +$42.9K | 0.06% | 115 |
|
2020
Q4 | $1.08M | Buy |
3,694
+6
| +0.2% | +$1.76K | 0.05% | 137 |
|
2020
Q3 | $841K | Buy |
+3,688
| New | +$841K | 0.04% | 136 |
|
2014
Q2 | – | Sell |
-4,280
| Closed | -$284K | – | 277 |
|
2014
Q1 | $284K | Sell |
4,280
-87
| -2% | -$5.77K | 0.01% | 169 |
|
2013
Q4 | $303K | Buy |
+4,367
| New | +$303K | 0.01% | 167 |
|