Sumitomo Mitsui Trust Group’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 |
-5,616
| Closed | -$1.15M | – | 1174 |
|
|
2022
Q4 | $1.15M | Sell |
5,616
-567
| -9% | -$116K | ﹤0.01% | 1007 |
|
|
2022
Q3 | $1.33M | Hold |
6,183
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $1.7M | Buy |
+6,183
| New | +$1.7M | ﹤0.01% | 973 |
|
|
2022
Q1 | – | Sell |
-7,846
| Closed | -$2.33M | – | 1208 |
|
|
2021
Q4 | $2.33M | Buy |
7,846
+6,716
| +594% | +$1.99M | ﹤0.01% | 917 |
|
|
2021
Q3 | $358K | Buy |
+1,130
| New | +$358K | ﹤0.01% | 1133 |
|
|
2021
Q1 | – | Sell |
-6,630
| Closed | -$1.94M | – | 1163 |
|
|
2020
Q4 | $1.94M | Sell |
6,630
-437
| -6% | -$128K | ﹤0.01% | 908 |
|
|
2020
Q3 | $1.61M | Buy |
+7,067
| New | +$1.61M | ﹤0.01% | 914 |
|
|
2020
Q1 | – | Sell |
-18,272
| Closed | -$2.69M | – | 1123 |
|
|
2019
Q4 | $2.69M | Sell |
18,272
-3,350
| -15% | -$492K | ﹤0.01% | 869 |
|
|
2019
Q3 | $2.86M | Buy |
+21,622
| New | +$2.86M | ﹤0.01% | 845 |
|