A detailed history of Geneos Wealth Management Inc. transactions in Lithia Motors Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 35 shares of LAD stock, worth $13,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Holding current value
$13,178
% of portfolio
0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$243.05 - $320.83 $8,506 - $11,229
35 New
35 $11,000
Q1 2023

Apr 25, 2023

BUY
$201.08 - $294.3 $1,809 - $2,648
9 New
9 $2,000
Q4 2021

Feb 09, 2022

BUY
$279.0 - $342.01 $33,759 - $41,383
121 Added 417.24%
150 $44,000
Q2 2021

Jul 08, 2021

SELL
$313.14 - $402.83 $4,070 - $5,236
-13 Reduced 30.95%
29 $10,000
Q1 2021

Jun 17, 2021

SELL
$284.24 - $414.12 $1,705 - $2,484
-6 Reduced 12.5%
42 $16,000
Q4 2020

May 19, 2021

BUY
$229.57 - $308.63 $11,019 - $14,814
48 New
48 $13,000
Q1 2020

Sep 07, 2021

SELL
$63.38 - $147.37 $15,845 - $36,842
-250 Closed
0 $0
Q1 2017

Sep 07, 2021

SELL
N/A
-40 Reduced 13.79%
250 $21,000
Q3 2016

Sep 07, 2021

BUY
N/A
40 Added 16.0%
290 $27,000
Q1 2016

Sep 07, 2021

BUY
N/A
250
250 $21,000

Others Institutions Holding LAD

About LITHIA MOTORS INC


  • Ticker LAD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Auto & Truck Dealerships
  • Shares Outstandng 27,338,400
  • Market Cap $10.3B
  • 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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