Sumitomo Life Insurance’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,628
| Closed | -$1.15M | – | 263 |
|
2022
Q4 | $1.15M | Sell |
5,628
-207
| -4% | -$42.4K | 0.08% | 157 |
|
2022
Q3 | $1.25M | Buy |
5,835
+153
| +3% | +$32.8K | 0.05% | 140 |
|
2022
Q2 | $1.56M | Buy |
5,682
+77
| +1% | +$21.2K | 0.04% | 127 |
|
2022
Q1 | $1.68M | Sell |
5,605
-110
| -2% | -$33K | 0.04% | 138 |
|
2021
Q4 | $1.7M | Buy |
+5,715
| New | +$1.7M | 0.04% | 148 |
|