Roman Butler Fullerton & Co’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,339
Closed -$920K 195
2021
Q1
$920K Buy
2,339
+1,445
+162% +$568K 0.46% 72
2020
Q4
$262K Buy
+894
New +$262K 0.15% 144