UMB Bank’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.5K | Buy |
262
+59
| +29% | +$19.9K | ﹤0.01% | 886 |
|
|
2025
Q1 | $59.6K | Buy |
203
+79
| +64% | +$23.2K | ﹤0.01% | 981 |
|
|
2024
Q4 | $44.3K | Buy |
124
+51
| +70% | +$18.2K | ﹤0.01% | 962 |
|
|
2024
Q3 | $23.2K | Buy |
73
+57
| +356% | +$18.1K | ﹤0.01% | 1159 |
|
|
2024
Q2 | $4.04K | Buy |
16
+8
| +100% | +$2.02K | ﹤0.01% | 1506 |
|
|
2024
Q1 | $2.41K | Buy |
+8
| New | +$2.41K | ﹤0.01% | 1489 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$2K | – | 1885 |
|
|
2022
Q2 | $2K | Sell |
7
-4
| -36% | -$1.14K | ﹤0.01% | 1750 |
|
|
2022
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 1763 |
|
|
2021
Q4 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 1745 |
|