YMRC
Yorktown Management & Research Company’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Hold |
2,100
| – | – | 0.68% | 29 |
|
|
2025
Q1 | $616K | Hold |
2,100
| – | – | 0.67% | 40 |
|
|
2024
Q4 | $751K | Hold |
2,100
| – | – | 0.72% | 28 |
|
|
2024
Q3 | $667K | Hold |
2,100
| – | – | 0.68% | 38 |
|
|
2024
Q2 | $530K | Hold |
2,100
| – | – | 0.57% | 53 |
|
|
2024
Q1 | $632K | Hold |
2,100
| – | – | 0.6% | 44 |
|
|
2023
Q4 | $691K | Hold |
2,100
| – | – | 0.72% | 32 |
|
|
2023
Q3 | $620K | Hold |
2,100
| – | – | 0.7% | 30 |
|
|
2023
Q2 | $639K | Hold |
2,100
| – | – | 0.69% | 34 |
|
|
2023
Q1 | $481K | Hold |
2,100
| – | – | 0.52% | 74 |
|
|
2022
Q4 | $430K | Sell |
2,100
-2,350
| -53% | -$481K | 0.53% | 69 |
|
|
2022
Q3 | $955K | Hold |
4,450
| – | – | 1.24% | 8 |
|
|
2022
Q2 | $1.22M | Sell |
4,450
-1,300
| -23% | -$357K | 1.58% | 4 |
|
|
2022
Q1 | $1.73M | Sell |
5,750
-1,000
| -15% | -$300K | 1.46% | 8 |
|
|
2021
Q4 | $2M | Buy |
6,750
+1,000
| +17% | +$297K | 1.35% | 9 |
|
|
2021
Q3 | $1.82M | Hold |
5,750
| – | – | 1.37% | 7 |
|
|
2021
Q2 | $1.98M | Buy |
5,750
+400
| +7% | +$137K | 1.55% | 6 |
|
|
2021
Q1 | $2.09M | Buy |
5,350
+300
| +6% | +$117K | 1.73% | 3 |
|
|
2020
Q4 | $1.48M | Sell |
5,050
-600
| -11% | -$176K | 1.33% | 7 |
|
|
2020
Q3 | $1.29M | Buy |
5,650
+650
| +13% | +$148K | 1.2% | 6 |
|
|
2020
Q2 | $757K | Hold |
5,000
| – | – | 0.68% | 13 |
|
|
2020
Q1 | $409K | Sell |
5,000
-1,600
| -24% | -$131K | 0.41% | 87 |
|
|
2019
Q4 | $970K | Hold |
6,600
| – | – | 0.52% | 65 |
|
|
2019
Q3 | $874K | Buy |
+6,600
| New | +$874K | 0.47% | 68 |
|