United Services Automobile Association’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 | – | Sell |
-1,664
| Closed | -$482K | – | 568 |
|
|
2025
Q1 | $482K | Buy |
+1,664
| New | +$482K | 0.01% | 563 |
|
|
2019
Q3 | – | Sell |
-41,033
| Closed | -$4.87M | – | 1133 |
|
|
2019
Q2 | $4.87M | Buy |
41,033
+32,729
| +394% | +$3.89M | 0.01% | 799 |
|
|
2019
Q1 | $770K | Hold |
8,304
| – | – | ﹤0.01% | 1440 |
|
|
2018
Q4 | $634K | Hold |
8,304
| – | – | ﹤0.01% | 1442 |
|
|
2018
Q3 | $678K | Buy |
8,304
+4,550
| +121% | +$371K | ﹤0.01% | 1538 |
|
|
2018
Q2 | $355K | Sell |
3,754
-12,867
| -77% | -$1.22M | ﹤0.01% | 1841 |
|
|
2018
Q1 | $1.67M | Sell |
16,621
-9,026
| -35% | -$907K | ﹤0.01% | 1182 |
|
|
2017
Q4 | $2.91M | Sell |
25,647
-19,253
| -43% | -$2.19M | 0.01% | 967 |
|
|
2017
Q3 | $5.4M | Sell |
44,900
-12,150
| -21% | -$1.46M | 0.02% | 741 |
|
|
2017
Q2 | $5.38M | Buy |
57,050
+28,200
| +98% | +$2.66M | 0.02% | 726 |
|
|
2017
Q1 | $2.47M | Buy |
28,850
+7,979
| +38% | +$683K | 0.01% | 942 |
|
|
2016
Q4 | $2.02M | Buy |
20,871
+1,805
| +9% | +$175K | 0.01% | 976 |
|
|
2016
Q3 | $1.82M | Sell |
19,066
-5,870
| -24% | -$561K | 0.01% | 990 |
|
|
2016
Q2 | $1.77M | Buy |
24,936
+4,450
| +22% | +$316K | 0.01% | 957 |
|
|
2016
Q1 | $1.79M | Buy |
20,486
+8,828
| +76% | +$771K | 0.01% | 937 |
|
|
2015
Q4 | $1.24M | Buy |
11,658
+5,002
| +75% | +$534K | ﹤0.01% | 1032 |
|
|
2015
Q3 | $720K | Sell |
6,656
-1,549
| -19% | -$168K | ﹤0.01% | 1122 |
|
|
2015
Q2 | $928K | Sell |
8,205
-2,671
| -25% | -$302K | ﹤0.01% | 1124 |
|
|
2015
Q1 | $1.08M | Buy |
+10,876
| New | +$1.08M | ﹤0.01% | 1105 |
|