Shelton 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 | $321K | Hold |
950
| – | – | 0.01% | 461 |
|
|
2025
Q1 | $279K | Sell |
950
-59
| -6% | -$17.3K | 0.01% | 500 |
|
|
2024
Q4 | $361K | Sell |
1,009
-66
| -6% | -$23.6K | 0.01% | 429 |
|
|
2024
Q3 | $341K | Sell |
1,075
-46
| -4% | -$14.6K | 0.01% | 452 |
|
|
2024
Q2 | $283K | Sell |
1,121
-60
| -5% | -$15.1K | 0.01% | 503 |
|
|
2024
Q1 | $355K | Hold |
1,181
| – | – | 0.01% | 450 |
|
|
2023
Q4 | $389K | Sell |
1,181
-95
| -7% | -$31.3K | 0.01% | 387 |
|
|
2023
Q3 | $377K | Sell |
1,276
-71
| -5% | -$21K | 0.01% | 371 |
|
|
2023
Q2 | $410K | Sell |
1,347
-62
| -4% | -$18.9K | 0.01% | 358 |
|
|
2023
Q1 | $323K | Hold |
1,409
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $288K | Sell |
1,409
-91
| -6% | -$18.6K | 0.03% | 446 |
|
|
2022
Q3 | $322K | Hold |
1,500
| – | – | 0.02% | 415 |
|
|
2022
Q2 | $412K | Hold |
1,500
| – | – | 0.02% | 354 |
|
|
2022
Q1 | $450K | Hold |
1,500
| – | – | 0.02% | 375 |
|
|
2021
Q4 | $445K | Hold |
1,500
| – | – | 0.02% | 400 |
|
|
2021
Q3 | $476K | Hold |
1,500
| – | – | 0.02% | 369 |
|
|
2021
Q2 | $515K | Buy |
1,500
+165
| +12% | +$56.7K | 0.02% | 368 |
|
|
2021
Q1 | $521K | Hold |
1,335
| – | – | 0.02% | 372 |
|
|
2020
Q4 | $391K | Buy |
1,335
+321
| +32% | +$94K | 0.02% | 405 |
|
|
2020
Q3 | $231K | Sell |
1,014
-608
| -37% | -$139K | 0.01% | 620 |
|
|
2020
Q2 | $245K | Buy |
+1,622
| New | +$245K | 0.01% | 509 |
|
|
2020
Q1 | – | Sell |
-2,004
| Closed | -$295K | – | 738 |
|
|
2019
Q4 | $295K | Sell |
2,004
-90
| -4% | -$13.2K | 0.02% | 531 |
|
|
2019
Q3 | $277K | Sell |
2,094
-132
| -6% | -$17.5K | 0.02% | 563 |
|
|
2019
Q2 | $264K | Buy |
2,226
+2,003
| +898% | +$238K | 0.02% | 609 |
|
|
2019
Q1 | $2.4K | Buy |
+223
| New | +$2.4K | 0.01% | 772 |
|
|
2018
Q3 | – | Sell |
-2,147
| Closed | -$203K | – | 926 |
|
|
2018
Q2 | $203K | Hold |
2,147
| – | – | 0.01% | 803 |
|
|
2018
Q1 | $216K | Hold |
2,147
| – | – | 0.01% | 738 |
|
|
2017
Q4 | $244K | Hold |
2,147
| – | – | 0.02% | 699 |
|
|
2017
Q3 | $258K | Sell |
2,147
-228
| -10% | -$27.4K | 0.02% | 638 |
|
|
2017
Q2 | $224K | Buy |
+2,375
| New | +$224K | 0.02% | 758 |
|
|
2015
Q3 | – | Sell |
-1,798
| Closed | -$203K | – | 750 |
|
|
2015
Q2 | $203K | Buy |
+1,798
| New | +$203K | 0.02% | 733 |
|