Montag A & Associates Inc Lithia Motors Inc Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

A detailed history of Montag A & Associates Inc transactions in Lithia Motors Inc stock. As of the latest transaction made, Montag A & Associates Inc holds 175 shares of LAD stock, worth $68,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares

175

Previous 175 -0.0%

Holding current value

$68,400

Previous $44,000 25.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$281.43 - $324.78 $4,502 - $5,196	-16 Reduced 8.38%	175 $52,000
Q2 2023 Aug 09, 2023	SELL	$207.13 - $304.11 $25,891 - $38,013	-125 Reduced 39.56%	191 $58,000
Q4 2022 Feb 02, 2023	SELL	$183.09 - $240.43 $14,830 - $19,474	-81 Reduced 20.4%	316 $64,000
Q3 2022 Nov 09, 2022	SELL	$214.55 - $295.56 $214,979 - $296,151	-1,002 Reduced 71.62%	397 $85,000
Q2 2022 Aug 10, 2022	SELL	$254.52 - $311.12 $808,610 - $988,428	-3,177 Reduced 69.43%	1,399 $384,000
Q1 2022 May 02, 2022	SELL	$280.06 - $345.84 $194,641 - $240,358	-695 Reduced 13.19%	4,576 $1.37 Million
Q4 2021 Feb 09, 2022	SELL	$279.0 - $342.01 $24,831 - $30,438	-89 Reduced 1.66%	5,271 $1.57 Million
Q2 2021 Aug 03, 2021	SELL	$313.14 - $402.83 $195,712 - $251,768	-625 Reduced 10.44%	5,360 $1.84 Million
Q1 2021 May 14, 2021	SELL	$284.24 - $414.12 $1.05 Million - $1.53 Million	-3,694 Reduced 38.17%	5,985 $2.34 Million
Q4 2020 Feb 12, 2021	BUY	$229.57 - $308.63 $1.3 Million - $1.75 Million	5,655 Added 140.53%	9,679 $2.83 Million
Q3 2020 Nov 12, 2020	BUY	$154.95 - $273.4 $623,518 - $1.1 Million	4,024 New	4,024 $917,000

Others Institutions Holding LAD

# of Institutions

450

Shares Held

24.7M

Call Options Held

319K

Put Options Held

169K

View Full List

About LITHIA MOTORS INC

Ticker LAD
Exchange NYSE
Sector Consumer Cyclical
Industry Auto & Truck Dealerships
Shares Outstandng 27,338,400
Market Cap $10.7B
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...

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Montag A & Associates Inc Lithia Motors Inc Transaction History