Stonebridge Financial Planning Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$29K | – | 252 |
|
|
2021
Q4 | $29K | Hold |
100
| – | – | 0.02% | 265 |
|
|
2021
Q3 | $33K | Hold |
100
| – | – | 0.02% | 259 |
|
|
2021
Q2 | $36K | Hold |
100
| – | – | 0.02% | 240 |
|
|
2021
Q1 | $40K | Hold |
100
| – | – | 0.02% | 230 |
|
|
2020
Q4 | $29K | Hold |
100
| – | – | 0.02% | 239 |
|
|
2020
Q3 | $27K | Hold |
100
| – | – | 0.02% | 234 |
|
|
2020
Q2 | $16K | Hold |
100
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | 0.01% | 325 |
|
|
2019
Q4 | $15K | Buy |
+100
| New | +$15K | 0.01% | 261 |
|