Captrust Financial Advisors Lithia Motors Inc Transaction History

Captrust Financial Advisors

  • $30.9 Billion
  • Q2 2024

A detailed history of Captrust Financial Advisors transactions in Lithia Motors Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 2,583 shares of LAD stock, worth $828,703. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,583
Previous 2,622 1.49%
Holding current value
$828,703
Previous $788,000 17.26%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$246.33 - $295.77 $9,606 - $11,535
-39 Reduced 1.49%
2,583 $652,000
Q1 2024

May 15, 2024
SELL
$281.43 - $324.78 $3.29 Million - $3.8 Million
-11,697 Reduced 81.69%
2,622 $788,000
Q4 2023

Feb 14, 2024
SELL
$234.38 - $329.28 $61,876 - $86,929
-264 Reduced 1.81%
14,319 $4.71 Million
Q3 2023

Nov 14, 2023
BUY
$286.26 - $325.26 $2.02 Million - $2.3 Million
7,064 Added 93.95%
14,583 $4.31 Million
Q2 2023

Aug 14, 2023
SELL
$207.13 - $304.11 $281,075 - $412,677
-1,357 Reduced 15.29%
7,519 $2.29 Million
Q1 2023

May 15, 2023
SELL
$201.08 - $294.3 $21,314 - $31,195
-106 Reduced 1.18%
8,876 $2.03 Million
Q4 2022

Feb 15, 2023
SELL
$183.09 - $240.43 $58,588 - $76,937
-320 Reduced 3.44%
8,982 $1.84 Million
Q3 2022

Nov 16, 2022
BUY
$214.55 - $295.56 $244,587 - $336,938
1,140 Added 13.97%
9,302 $2 Million
Q2 2022

Aug 23, 2022
SELL
$254.52 - $311.12 $9,671 - $11,822
-38 Reduced 0.46%
8,162 $2.24 Million
Q2 2022

Aug 16, 2022
SELL
$254.52 - $311.12 $146,603 - $179,205
-576 Reduced 6.56%
8,200 $2.25 Million
Q1 2022

May 16, 2022
BUY
$280.06 - $345.84 $2.15 Million - $2.66 Million
7,693 Added 710.34%
8,776 $2.63 Million
Q4 2021

Feb 14, 2022
SELL
$279.0 - $342.01 $87,606 - $107,391
-314 Reduced 22.48%
1,083 $321,000
Q3 2021

Nov 16, 2021
BUY
$317.04 - $381.52 $4,121 - $4,959
13 Added 0.94%
1,397 $443,000
Q2 2021

Aug 16, 2021
SELL
$313.14 - $402.83 $423,365 - $544,626
-1,352 Reduced 49.42%
1,384 $476,000
Q1 2021

May 17, 2021
BUY
$284.24 - $414.12 $235,634 - $343,305
829 Added 43.47%
2,736 $1.07 Million
Q4 2020

Feb 16, 2021
BUY
$229.57 - $308.63 $258,266 - $347,208
1,125 Added 143.86%
1,907 $558,000
Q3 2020

Nov 17, 2020
SELL
$154.95 - $273.4 $46,175 - $81,473
-298 Reduced 27.59%
782 $193,000
Q2 2020

Aug 14, 2020
SELL
$67.1 - $153.14 $33,550 - $76,570
-500 Reduced 31.65%
1,080 $167,000
Q4 2019

Feb 14, 2020
BUY
$121.05 - $163.68 $191,259 - $258,614
1,580 New
1,580 $233,000
Q2 2019

Aug 13, 2019
SELL
$92.79 - $120.57 $835 - $1,085
-9 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$78.57 - $92.75 $707 - $834
9 New
9 $1,000
Q3 2018

Nov 15, 2018
SELL
$81.44 - $98.89 $325 - $395
-4 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
$94.57 - $104.7 $378 - $418
4 New
4 $0

Others Institutions Holding LAD

# of Institutions
423
Shares Held
26.6M
Call Options Held
175K
Put Options Held
165K
View Full List

About LITHIA MOTORS INC

LAD Quotes by TradingView
  • Ticker LAD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Auto & Truck Dealerships
  • Shares Outstandng 27,338,400
  • Market Cap $8.77B
  • Description
  • Lithia Motors, Inc. operates as an automotive retailer in the United States. The company operates through three segments: Domestic, Import, and Luxury. It offers new and used vehicles; vehicle financing services; warranties, insurance contracts, and vehicle and theft protection services; and automotive repair and maintenance services, as well as...
More about LAD
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