Versor Investments’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 | $473K | Sell |
1,399
-1,681
| -55% | -$568K | 0.08% | 392 |
|
|
2025
Q1 | $904K | Buy |
+3,080
| New | +$904K | 0.15% | 238 |
|
|
2024
Q4 | – | Sell |
-856
| Closed | -$272K | – | 878 |
|
|
2024
Q3 | $272K | Buy |
856
+56
| +7% | +$17.8K | 0.04% | 617 |
|
|
2024
Q2 | $202K | Buy |
+800
| New | +$202K | 0.04% | 661 |
|
|
2024
Q1 | – | Sell |
-704
| Closed | -$232K | – | 801 |
|
|
2023
Q4 | $232K | Buy |
+704
| New | +$232K | 0.05% | 611 |
|
|
2022
Q3 | – | Sell |
-6,175
| Closed | -$1.7M | – | 876 |
|
|
2022
Q2 | $1.7M | Buy |
6,175
+4,867
| +372% | +$1.34M | 0.07% | 115 |
|
|
2022
Q1 | $393K | Sell |
1,308
-192
| -13% | -$57.7K | 0.01% | 398 |
|
|
2021
Q4 | $445K | Buy |
+1,500
| New | +$445K | 0.01% | 302 |
|
|
2020
Q1 | – | Sell |
-12,700
| Closed | -$1.87M | – | 301 |
|
|
2019
Q4 | $1.87M | Buy |
12,700
+5,700
| +81% | +$838K | 0.09% | 73 |
|
|
2019
Q3 | $927K | Buy |
7,000
+1,600
| +30% | +$212K | 0.06% | 160 |
|
|
2019
Q2 | $641K | Buy |
+5,400
| New | +$641K | 0.04% | 197 |
|