Addison Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8K | Hold |
100
| – | – | 0.01% | 456 |
|
|
2025
Q1 | $29.4K | Hold |
100
| – | – | 0.01% | 447 |
|
|
2024
Q4 | $35.7K | Hold |
100
| – | – | 0.01% | 419 |
|
|
2024
Q3 | $31.8K | Hold |
100
| – | – | 0.01% | 449 |
|
|
2024
Q2 | $25.2K | Hold |
100
| – | – | 0.01% | 456 |
|
|
2024
Q1 | $30.1K | Hold |
100
| – | – | 0.01% | 416 |
|
|
2023
Q4 | $32.9K | Hold |
100
| – | – | 0.01% | 402 |
|
|
2023
Q3 | $29.5K | Hold |
100
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $30.4K | Hold |
100
| – | – | 0.02% | 372 |
|
|
2023
Q1 | $22.9K | Hold |
100
| – | – | 0.01% | 382 |
|
|
2022
Q4 | $20.5K | Hold |
100
| – | – | 0.01% | 378 |
|
|
2022
Q3 | $21K | Hold |
100
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $27K | Hold |
100
| – | – | 0.02% | 330 |
|
|
2022
Q1 | $30K | Hold |
100
| – | – | 0.02% | 348 |
|
|
2021
Q4 | $30K | Hold |
100
| – | – | 0.02% | 295 |
|
|
2021
Q3 | $32K | Hold |
100
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $34K | Buy |
+100
| New | +$34K | 0.03% | 216 |
|
|
2020
Q4 | $29K | Buy |
+100
| New | +$29K | 0.03% | 222 |
|