SFS
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Sowell Financial Services’s Lithia Motors LAD Stock Holding History

Sowell Financial Services’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-255
Closed -$97K – 1724
2021
Q1 		$97K Sell
255
-139
-35% -$49.9K ﹤0.01% 1377
2020
Q4 		$115K Buy
394
+383
+3,482% +$105K ﹤0.01% 1095
2020
Q3 		$3K Buy
11
+1
+10% +$225 ﹤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 +$1.28K ﹤0.01% 2261

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