Advisory Services Network’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.74K | Buy |
+35
| New | +$10.4K | ﹤0.01% | 3625 |
|
|
2025
Q4 | – | Sell |
-757
| Closed | -$239K | – | 3193 |
|
|
2025
Q3 | $239K | Buy |
+757
| New | +$244K | ﹤0.01% | 1591 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$329 | – | 2678 |
|
|
2023
Q4 | $329 | Buy |
+1
| New | +$274 | ﹤0.01% | 3677 |
|
|
2023
Q2 | – | Sell |
-13
| Closed | -$2.98K | – | 2655 |
|
|
2023
Q1 | $2.98K | Hold |
13
| – | – | ﹤0.01% | 3320 |
|
|
2022
Q4 | $2.66K | Buy |
+13
| New | +$2.78K | ﹤0.01% | 3334 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$4K | – | 2421 |
|
|
2021
Q2 | $4K | Buy |
+12
| New | +$4.34K | ﹤0.01% | 3140 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$4K | – | 2345 |
|
|
2020
Q4 | $4K | Sell |
12
-100
| -89% | -$27.4K | ﹤0.01% | 2800 |
|
|
2020
Q3 | $26K | Buy |
+112
| New | +$25.2K | ﹤0.01% | 1942 |
|
|
2020
Q2 | – | Sell |
-191
| Closed | -$16K | – | 1995 |
|
|
2020
Q1 | $16K | Sell |
191
-512
| -73% | -$61.8K | ﹤0.01% | 1990 |
|
|
2019
Q4 | $104K | Buy |
703
+457
| +186% | +$68.7K | 0.01% | 1150 |
|
|
2019
Q3 | $29K | Hold |
246
| – | – | ﹤0.01% | 1618 |
|
|
2019
Q2 | $29K | Buy |
246
+183
| +290% | +$20.2K | ﹤0.01% | 1616 |
|
|
2019
Q1 | $6K | Sell |
63
-157
| -71% | -$13.7K | ﹤0.01% | 2036 |
|
|
2018
Q4 | $17K | Buy |
220
+90
| +69% | +$7.12K | ﹤0.01% | 1568 |
|
|
2018
Q3 | $11K | Hold |
130
| – | – | ﹤0.01% | 1781 |
|
|
2018
Q2 | $11K | Sell |
130
-153
| -54% | -$15.2K | ﹤0.01% | 1754 |
|
|
2018
Q1 | $28K | Buy |
283
+7
| +3% | +$792 | ﹤0.01% | 1519 |
|
|
2017
Q4 | $31K | Hold |
276
| – | – | ﹤0.01% | 1460 |
|
|
2017
Q3 | $33K | Hold |
276
| – | – | ﹤0.01% | 1243 |
|
|
2017
Q2 | $26K | Buy |
276
+116
| +73% | +$10.5K | ﹤0.01% | 1259 |
|
|
2017
Q1 | $14K | Buy |
+160
| New | +$15.5K | ﹤0.01% | 1351 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
