Systematic Financial Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-786
| Closed | -$180K | – | 275 |
|
|
2023
Q1 | $180K | Buy |
+786
| New | +$180K | 0.01% | 250 |
|
|
2020
Q2 | – | Sell |
-2,175
| Closed | -$178K | – | 524 |
|
|
2020
Q1 | $178K | Sell |
2,175
-630
| -22% | -$51.6K | 0.01% | 415 |
|
|
2019
Q4 | $412K | Hold |
2,805
| – | – | 0.02% | 445 |
|
|
2019
Q3 | $371K | Buy |
+2,805
| New | +$371K | 0.02% | 459 |
|