Sowell Financial Services’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 |
-255
| Closed | -$97K | – | 1725 |
|
|
2021
Q1 | $97K | Sell |
255
-139
| -35% | -$52.9K | ﹤0.01% | 1377 |
|
|
2020
Q4 | $115K | Buy |
394
+383
| +3,482% | +$112K | ﹤0.01% | 1095 |
|
|
2020
Q3 | $3K | Buy |
11
+1
| +10% | +$273 | ﹤0.01% | 2132 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 2169 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2273 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2365 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2261 |
|