Vident Investment Advisory’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 |
-1,957
| Closed | -$448K | – | 1276 |
|
|
2023
Q1 | $448K | Buy |
1,957
+144
| +8% | +$33K | 0.01% | 814 |
|
|
2022
Q4 | $371K | Sell |
1,813
-7,676
| -81% | -$1.57M | 0.01% | 813 |
|
|
2022
Q3 | $1.98M | Buy |
+9,489
| New | +$1.98M | 0.06% | 370 |
|
|
2021
Q3 | – | Sell |
-5,687
| Closed | -$1.95M | – | 1199 |
|
|
2021
Q2 | $1.95M | Sell |
5,687
-162
| -3% | -$55.7K | 0.06% | 418 |
|
|
2021
Q1 | $2.28M | Sell |
5,849
-714
| -11% | -$279K | 0.08% | 319 |
|
|
2020
Q4 | $1.92M | Sell |
6,563
-356
| -5% | -$104K | 0.08% | 295 |
|
|
2020
Q3 | $1.58M | Buy |
+6,919
| New | +$1.58M | 0.08% | 334 |
|
|
2020
Q1 | – | Sell |
-17,547
| Closed | -$2.58M | – | 825 |
|
|
2019
Q4 | $2.58M | Buy |
+17,547
| New | +$2.58M | 0.16% | 173 |
|