AAP
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Arax Advisory Partners’s Lithia Motors LAD Stock Holding History

Arax Advisory Partners’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-577
Closed -$192K – 4097
2025
Q4 		$192K Sell
577
-1,383
-71% -$439K 0.01% 1064
2025
Q3 		$619K Buy
1,960
+1,946
+13,900% +$628K 0.01% 826
2025
Q2 		$4.74K Hold
14
– – ﹤0.01% 2271
2025
Q1 		$4.12K Hold
14
– – ﹤0.01% 1839
2024
Q4 		$5.01K Hold
14
– – ﹤0.01% 1742
2024
Q3 		$4.45K Buy
+14
New +$3.9K ﹤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% -$855 ﹤0.01% 1116
2022
Q3 		$2K Buy
8
+2
+33% +$523 ﹤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% +$1.24K ﹤0.01% 894
2021
Q3 		$1K Buy
+2
New +$696 ﹤0.01% 917

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