Winton Group’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 | $651K | Buy |
+1,927
| New | +$651K | 0.03% | 534 |
|
|
2023
Q4 | – | Sell |
-1,245
| Closed | -$368K | – | 805 |
|
|
2023
Q3 | $368K | Buy |
1,245
+504
| +68% | +$149K | 0.03% | 463 |
|
|
2023
Q2 | $225K | Sell |
741
-2,113
| -74% | -$643K | 0.02% | 627 |
|
|
2023
Q1 | $653K | Sell |
2,854
-913
| -24% | -$209K | 0.04% | 593 |
|
|
2022
Q4 | $771K | Sell |
3,767
-4,006
| -52% | -$820K | 0.05% | 495 |
|
|
2022
Q3 | $1.67M | Sell |
7,773
-8,396
| -52% | -$1.8M | 0.11% | 254 |
|
|
2022
Q2 | $4.44M | Buy |
16,169
+5,297
| +49% | +$1.46M | 0.24% | 82 |
|
|
2022
Q1 | $3.26M | Buy |
10,872
+3,179
| +41% | +$954K | 0.17% | 119 |
|
|
2021
Q4 | $2.28M | Buy |
7,693
+5,486
| +249% | +$1.63M | 0.14% | 184 |
|
|
2021
Q3 | $700K | Buy |
+2,207
| New | +$700K | 0.04% | 690 |
|
|
2020
Q4 | – | Sell |
-5,202
| Closed | -$1.19M | – | 1423 |
|
|
2020
Q3 | $1.19M | Sell |
5,202
-3,444
| -40% | -$785K | 0.04% | 745 |
|
|
2020
Q2 | $1.31M | Buy |
8,646
+425
| +5% | +$64.3K | 0.03% | 847 |
|
|
2020
Q1 | $672K | Sell |
8,221
-53,623
| -87% | -$4.38M | 0.02% | 948 |
|
|
2019
Q4 | $9.09M | Buy |
61,844
+11,842
| +24% | +$1.74M | 0.13% | 267 |
|
|
2019
Q3 | $6.62M | Buy |
50,002
+45,954
| +1,135% | +$6.08M | 0.08% | 292 |
|
|
2019
Q2 | $481K | Buy |
+4,048
| New | +$481K | 0.01% | 693 |
|
|
2018
Q3 | – | Sell |
-2,425
| Closed | -$229K | – | 1077 |
|
|
2018
Q2 | $229K | Sell |
2,425
-2,910
| -55% | -$275K | 0.01% | 929 |
|
|
2018
Q1 | $536K | Buy |
+5,335
| New | +$536K | 0.02% | 745 |
|