Sutton Wealth Advisors’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 |
-1
| Closed | -$205 | – | 1208 |
|
|
2022
Q4 | $205 | Hold |
1
| – | – | ﹤0.01% | 1591 |
|
|
2022
Q3 | $215 | Sell |
1
-3
| -75% | -$645 | ﹤0.01% | 1554 |
|
|
2022
Q2 | $1.1K | Hold |
4
| – | – | ﹤0.01% | 1260 |
|
|
2022
Q1 | $1.2K | Buy |
4
+1
| +33% | +$300 | ﹤0.01% | 1293 |
|
|
2021
Q4 | $891 | Buy |
+3
| New | +$891 | ﹤0.01% | 1356 |
|
|
2020
Q3 | – | Sell |
-283
| Closed | -$42.8K | – | 1236 |
|
|
2020
Q2 | $42.8K | Buy |
283
+62
| +28% | +$9.38K | 0.02% | 336 |
|
|
2020
Q1 | $18.1K | Sell |
221
-50
| -18% | -$4.09K | 0.01% | 504 |
|
|
2019
Q4 | $39.8K | Hold |
271
| – | – | 0.02% | 375 |
|
|
2019
Q3 | $35.9K | Sell |
271
-36
| -12% | -$4.77K | 0.02% | 396 |
|
|
2019
Q2 | $36.5K | Buy |
307
+86
| +39% | +$10.2K | 0.02% | 385 |
|
|
2019
Q1 | $20.5K | Sell |
221
-230
| -51% | -$21.3K | 0.01% | 563 |
|
|
2018
Q4 | $34.4K | Buy |
451
+157
| +53% | +$12K | 0.02% | 356 |
|
|
2018
Q3 | $24K | Hold |
294
| – | – | 0.02% | 520 |
|
|
2018
Q2 | $27.8K | Hold |
294
| – | – | 0.02% | 465 |
|
|
2018
Q1 | $29.6K | Hold |
294
| – | – | 0.02% | 426 |
|
|
2017
Q4 | $33.4K | Hold |
294
| – | – | 0.02% | 386 |
|
|
2017
Q3 | $35.4K | Hold |
294
| – | – | 0.03% | 358 |
|
|
2017
Q2 | $27.7K | Hold |
294
| – | – | 0.02% | 426 |
|
|
2017
Q1 | $25.2K | Hold |
294
| – | – | 0.02% | 429 |
|
|
2016
Q4 | $28.5K | Hold |
294
| – | – | 0.03% | 383 |
|
|
2016
Q3 | $28.1K | Buy |
294
+236
| +407% | +$22.5K | 0.03% | 372 |
|
|
2016
Q2 | $4.12K | Sell |
58
-196
| -77% | -$13.9K | ﹤0.01% | 825 |
|
|
2016
Q1 | $22.2K | Buy |
+254
| New | +$22.2K | 0.02% | 412 |
|