Allworth Financial’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 | $29K | Hold |
116
| – | – | ﹤0.01% | 2730 |
|
|
2025
Q4 | $38.6K | Sell |
116
-70
| -38% | -$22.2K | ﹤0.01% | 2372 |
|
|
2025
Q3 | $58.8K | Buy |
186
+82
| +79% | +$26.5K | ﹤0.01% | 2004 |
|
|
2025
Q2 | $35.1K | Buy |
104
+18
| +21% | +$5.57K | ﹤0.01% | 2163 |
|
|
2025
Q1 | $25.1K | Hold |
86
| – | – | ﹤0.01% | 1941 |
|
|
2024
Q4 | $29.7K | Sell |
86
-16
| -16% | -$5.64K | ﹤0.01% | 1853 |
|
|
2024
Q3 | $32.4K | Sell |
102
-3
| -3% | -$836 | ﹤0.01% | 1603 |
|
|
2024
Q2 | $26.6K | Buy |
105
+83
| +377% | +$21.7K | ﹤0.01% | 1696 |
|
|
2024
Q1 | $6.62K | Hold |
22
| – | – | ﹤0.01% | 2287 |
|
|
2023
Q4 | $7.25K | Buy |
22
+2
| +10% | +$549 | ﹤0.01% | 2111 |
|
|
2023
Q3 | $5.91K | Sell |
20
-3
| -13% | -$914 | ﹤0.01% | 2042 |
|
|
2023
Q2 | $7.01K | Sell |
23
-9
| -28% | -$2.15K | ﹤0.01% | 1975 |
|
|
2023
Q1 | $7.33K | Buy |
32
+12
| +60% | +$2.92K | ﹤0.01% | 1892 |
|
|
2022
Q4 | $4.09K | Buy |
20
+7
| +54% | +$1.5K | ﹤0.01% | 1974 |
|
|
2022
Q3 | $3K | Sell |
13
-41
| -76% | -$10.7K | ﹤0.01% | 2040 |
|
|
2022
Q2 | $15K | Buy |
54
+42
| +350% | +$12.2K | ﹤0.01% | 1368 |
|
|
2022
Q1 | $4K | Buy |
12
+2
| +20% | +$624 | ﹤0.01% | 1673 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 1650 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 1608 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 1311 |
|
|
2021
Q1 | $4K | Hold |
10
| – | – | ﹤0.01% | 1188 |
|
|
2020
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q2 | $2K | Sell |
10
-3
| -23% | -$343 | ﹤0.01% | 1020 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 913 |
|
|
2019
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 827 |
|
|
2019
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 821 |
|
|
2019
Q1 | $1K | Buy |
13
+3
| +30% | +$261 | ﹤0.01% | 905 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 817 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 849 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 891 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$1.13K | ﹤0.01% | 766 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
