Simplex Trading’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74M | Buy |
+6,970
| New | +$2.07M | 0.05% | 1946 |
|
|
2025
Q4 | – | Sell |
-120
| Closed | -$38.1K | – | 9907 |
|
|
2025
Q3 | $37K | Sell |
120
-1,914
| -94% | -$617K | ﹤0.01% | 6748 |
|
|
2025
Q2 | $687K | Buy |
2,034
+1,628
| +401% | +$504K | 0.02% | 3179 |
|
|
2025
Q1 | $119K | Sell |
406
-4
| -1% | -$1.36K | ﹤0.01% | 4881 |
|
|
2024
Q4 | $146K | Buy |
+410
| New | +$144K | ﹤0.01% | 4815 |
|
|
2024
Q3 | – | Sell |
-166
| Closed | -$46.3K | – | 9642 |
|
|
2024
Q2 | $41K | Buy |
+166
| New | +$43.5K | ﹤0.01% | 6271 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 9943 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 9966 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 9875 |
|
|
2023
Q2 | – | Sell |
-2,961
| Closed | -$709K | – | 10113 |
|
|
2023
Q1 | $677K | Buy |
2,961
+667
| +29% | +$162K | 0.03% | 2966 |
|
|
2022
Q4 | $469K | Sell |
2,294
-4,119
| -64% | -$880K | 0.02% | 3216 |
|
|
2022
Q3 | $1.38M | Buy |
6,413
+4,193
| +189% | +$1.1M | 0.05% | 2314 |
|
|
2022
Q2 | $610K | Buy |
+2,220
| New | +$647K | 0.02% | 3208 |
|
|
2022
Q1 | – | Sell |
-988
| Closed | -$308K | – | 11362 |
|
|
2021
Q4 | $293K | Sell |
988
-3,968
| -80% | -$1.23M | 0.01% | 4604 |
|
|
2021
Q3 | $1.75M | Buy |
4,956
+1,600
| +48% | +$557K | 0.06% | 2333 |
|
|
2021
Q2 | $1.15M | Buy |
3,356
+1,123
| +50% | +$406K | 0.04% | 2897 |
|
|
2021
Q1 | $871K | Sell |
2,233
-1,199
| -35% | -$431K | 0.05% | 2575 |
|
|
2020
Q4 | $1M | Buy |
+3,432
| New | +$939K | 0.05% | 2559 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 8509 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | -$1.72K | – | 8326 |
|
|
2020
Q1 | $1K | Buy |
+15
| New | +$1.81K | ﹤0.01% | 7372 |
|
|
2019
Q4 | – | Sell |
-265
| Closed | -$39.8K | – | 8003 |
|
|
2019
Q3 | $35K | Sell |
265
-45
| -15% | -$5.75K | ﹤0.01% | 5344 |
|
|
2019
Q2 | $36K | Buy |
+310
| New | +$34.3K | ﹤0.01% | 5129 |
|
|
2019
Q1 | – | Sell |
-5,188
| Closed | -$451K | – | 7829 |
|
|
2018
Q4 | $396K | Buy |
5,188
+4,649
| +863% | +$368K | 0.03% | 2445 |
|
|
2018
Q3 | $44K | Sell |
539
-1,062
| -66% | -$93.6K | ﹤0.01% | 5289 |
|
|
2018
Q2 | $151K | Sell |
1,601
-463
| -22% | -$45.9K | 0.01% | 3807 |
|
|
2018
Q1 | $207K | Buy |
+2,064
| New | +$234K | 0.02% | 1210 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 6652 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 6601 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 6763 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 6795 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 6576 |
|
|
2016
Q3 | – | Sell |
-3,385
| Closed | -$284K | – | 6510 |
|
|
2016
Q2 | $240K | Buy |
+3,385
| New | +$271K | 0.03% | 897 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 6234 |
|
|
2015
Q4 | – | Sell |
-2,538
| Closed | -$292K | – | 6037 |
|
|
2015
Q3 | $274K | Buy |
+2,538
| New | +$285K | 0.04% | 736 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 5759 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 5520 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4973 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
