Zacks Investment Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,757
| Closed | -$1.41M | – | 615 |
|
|
2017
Q3 | $1.41M | Buy |
+11,757
| New | +$1.41M | 0.03% | 304 |
|
|
2016
Q2 | – | Sell |
-6,575
| Closed | -$574K | – | 677 |
|
|
2016
Q1 | $574K | Buy |
6,575
+210
| +3% | +$18.3K | 0.02% | 432 |
|
|
2015
Q4 | $679K | Sell |
6,365
-2,937
| -32% | -$313K | 0.02% | 372 |
|
|
2015
Q3 | $1.01M | Buy |
+9,302
| New | +$1.01M | 0.04% | 292 |
|
|
2014
Q4 | – | Sell |
-11,182
| Closed | -$846K | – | 695 |
|
|
2014
Q3 | $846K | Buy |
+11,182
| New | +$846K | 0.03% | 292 |
|
|
2014
Q2 | – | Sell |
-8,089
| Closed | -$538K | – | 705 |
|
|
2014
Q1 | $538K | Buy |
+8,089
| New | +$538K | 0.02% | 374 |
|
|
2013
Q4 | – | Sell |
-6,195
| Closed | -$452K | – | 706 |
|
|
2013
Q3 | $452K | Buy |
6,195
+702
| +13% | +$51.2K | 0.02% | 371 |
|
|
2013
Q2 | $293K | Buy |
+5,493
| New | +$293K | 0.01% | 456 |
|