Arax Advisory Partners’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 | $4.74K | Hold |
14
| – | – | ﹤0.01% | 2270 |
|
|
2025
Q1 | $4.12K | Hold |
14
| – | – | ﹤0.01% | 1838 |
|
|
2024
Q4 | $5.01K | Hold |
14
| – | – | ﹤0.01% | 1742 |
|
|
2024
Q3 | $4.45K | Buy |
+14
| New | +$4.45K | ﹤0.01% | 1768 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | -$1.32K | – | 1358 |
|
|
2023
Q4 | $1.32K | Hold |
4
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q3 | $1.18K | Hold |
4
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q2 | $1.22K | Hold |
4
| – | – | ﹤0.01% | 1080 |
|
|
2023
Q1 | $916 | Hold |
4
| – | – | ﹤0.01% | 1117 |
|
|
2022
Q4 | $819 | Sell |
4
-4
| -50% | -$819 | ﹤0.01% | 1116 |
|
|
2022
Q3 | $2K | Buy |
8
+2
| +33% | +$500 | ﹤0.01% | 966 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 952 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 943 |
|
|
2021
Q4 | $2K | Buy |
6
+4
| +200% | +$1.33K | ﹤0.01% | 894 |
|
|
2021
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 917 |
|