Patriot Financial Group Insurance Agency, LLC Lithia Motors Inc Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$254.52 - $311.12 $4,581 - $5,600	-18 Reduced 12.33%	128 $35,000
Q1 2022 May 11, 2022	SELL	$280.06 - $345.84 $1,120 - $1,383	-4 Reduced 2.67%	146 $44,000
Q3 2021 Nov 24, 2021	BUY	$317.04 - $381.52 $2,536 - $3,052	8 Added 5.63%	150 $48,000
Q1 2021 Apr 29, 2021	SELL	$284.24 - $414.12 $284 - $414	-1 Reduced 0.7%	142 $55,000
Q2 2020 Jul 10, 2020	SELL	$67.1 - $153.14 $2,549 - $5,819	-38 Reduced 20.99%	143 $22,000
Q1 2020 Apr 15, 2020	BUY	$63.38 - $147.37 $5,133 - $11,936	81 Added 81.0%	181 $15,000
Q3 2018 Oct 30, 2018	BUY	$81.44 - $98.89 $8,144 - $9,889	100 New	100 $8,000

Others Institutions Holding LAD

# of Institutions

456

Shares Held

24.8M

Call Options Held

319K

Put Options Held

169K

Vanguard Group Inc Valley Forge, PA

2.72M
Shares

$943 Million
0.02% of portfolio
David Abrams Abrams Capital Management, L.P. | Boston, Ma

2.39M
Shares

$830 Million
24.38% of portfolio
Black Rock Inc. New York, NY

2.35M
Shares

$817 Million
0.01% of portfolio
Barrow Hanley Mewhinney & Strauss LLC Dallas, TX

1.64M
Shares

$569 Million
1.8% of portfolio
Dimensional Fund Advisors LP Austin, TX

1.17M
Shares

$405 Million
0.09% of portfolio

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 $9.49B
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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