Loretz Congdon Stacy

Track

Insider profile

Performance

Overall performance
2.8
Performance over holding periods
2.8
30 days 90 days 120 days
Average return 5% 8.2% 15.1%
Success rate 78% 68% 82%
Transactions
6 17% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Loretz Congdon Stacy's trades of Lithia Motors Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
235.92
Quantity 31,772 -25.7%
Value US$1,215,737
Transaction date
Proposed sale
Price
34.85
Quantity 66,518
Value US$3,442,789
Transaction date
Sale
Price
194.01
Quantity 99,044 +39.0%
Value US$2,027,615
Transaction date
Proposed sale
Price
315.00
Quantity 75
Value US$23,625
Transaction date
Sale
Price
259.33
Quantity 75 -4.1%
Value US$19,450
Transaction date
Proposed sale
Price
263.82
Quantity 75
Value US$19,786
Transaction date
Sale
Price
360.00
Quantity 75 -4.0%
Value US$27,000
Transaction date
Proposed sale
Price
356.66
Quantity 75
Value US$26,750
Transaction date
Sale
Price
298.80
Quantity 270 -18.2%
Value US$80,676
Transaction date
Proposed sale
Price
298.80
Quantity 270
Value US$80,676
Transaction date
Purchase
Price
7.70
Quantity 2,500 +36.5%
Value US$19,260
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-09-14 2026-09-11
S Sale
31,772 -25.7%
235.92
US$1,215,737 		31,772 -25.7% 235.92 US$1,215,737
2026-09-11 2026-09-11
PrS Proposed sale
66,518
34.85
US$3,442,789 		66,518 34.85 US$3,442,789
2026-06-15 2026-06-12
S Sale
99,044 +39.0%
194.01
US$2,027,615 		99,044 +39.0% 194.01 US$2,027,615
2026-06-12 2026-06-12
PrS Proposed sale
75
315.00
US$23,625 		75 315.00 US$23,625
2026-03-13 2026-03-12
S Sale
75 -4.1%
259.33
US$19,450 		75 -4.1% 259.33 US$19,450
2026-03-12 2026-03-12
PrS Proposed sale
75
263.82
US$19,786 		75 263.82 US$19,786
2025-12-15 2025-12-12
S Sale
75 -4.0%
360.00
US$27,000 		75 -4.0% 360.00 US$27,000
2025-12-12 2025-12-12
PrS Proposed sale
75
356.66
US$26,750 		75 356.66 US$26,750
2025-03-14 2025-03-12
S Sale
270 -18.2%
298.80
US$80,676 		270 -18.2% 298.80 US$80,676
2025-03-13 2025-03-12
PrS Proposed sale
270
298.80
US$80,676 		270 298.80 US$80,676
2020-03-19 2020-03-17
B Purchase
2,500 +36.5%
7.70
US$19,260 		2,500 +36.5% 7.70 US$19,260