Toth Financial Advisory’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,950
| Closed | -$761K | – | 714 |
|
|
2021
Q1 | $761K | Buy |
1,950
+900
| +86% | +$351K | 0.12% | 127 |
|
|
2020
Q4 | $307K | Buy |
+1,050
| New | +$307K | 0.05% | 175 |
|
|
2018
Q1 | – | Sell |
-4,500
| Closed | -$511K | – | 445 |
|
|
2017
Q4 | $511K | Buy |
+4,500
| New | +$511K | 0.12% | 121 |
|
|
2016
Q4 | – | Sell |
-5,415
| Closed | -$517K | – | 122 |
|
|
2016
Q3 | $517K | Buy |
+5,415
| New | +$517K | 0.15% | 108 |
|
|
2016
Q1 | – | Sell |
-4,800
| Closed | -$512K | – | 110 |
|
|
2015
Q4 | $512K | Buy |
4,800
+85
| +2% | +$9.07K | 0.17% | 91 |
|
|
2015
Q3 | $510K | Hold |
4,715
| – | – | 0.19% | 81 |
|
|
2015
Q2 | $534K | Buy |
+4,715
| New | +$534K | 0.18% | 93 |
|