SRS Investment 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 | $2.94M | Buy |
+8,705
| New | +$2.94M | 0.03% | 25 |
|
|
2024
Q2 | – | Sell |
-142,831
| Closed | -$43M | – | 25 |
|
|
2024
Q1 | $43M | Sell |
142,831
-219,536
| -61% | -$66M | 0.59% | 15 |
|
|
2023
Q4 | $119M | Hold |
362,367
| – | – | 1.44% | 11 |
|
|
2023
Q3 | $107M | Hold |
362,367
| – | – | 1.54% | 11 |
|
|
2023
Q2 | $110M | Buy |
362,367
+86,894
| +32% | +$26.4M | 1.27% | 13 |
|
|
2023
Q1 | $63.1M | Buy |
275,473
+152,635
| +124% | +$34.9M | 0.9% | 12 |
|
|
2022
Q4 | $25.1M | Buy |
+122,838
| New | +$25.1M | 0.45% | 11 |
|