Arete Wealth 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 | – | Sell |
-1,416
| Closed | -$416K | – | 784 |
|
|
2025
Q1 | $416K | Sell |
1,416
-7,063
| -83% | -$2.08M | 0.03% | 440 |
|
|
2024
Q4 | $3.03M | Sell |
8,479
-1,102
| -12% | -$394K | 0.22% | 97 |
|
|
2024
Q3 | $3.04M | Sell |
9,581
-2,464
| -20% | -$783K | 0.26% | 80 |
|
|
2024
Q2 | $3.04M | Buy |
12,045
+333
| +3% | +$83.9K | 0.25% | 81 |
|
|
2024
Q1 | $2.98M | Buy |
11,712
+3,888
| +50% | +$989K | 0.28% | 79 |
|
|
2023
Q4 | $2.58M | Buy |
7,824
+3,612
| +86% | +$1.19M | 0.2% | 108 |
|
|
2023
Q3 | $1.24M | Buy |
+4,212
| New | +$1.24M | 0.22% | 103 |
|
|
2023
Q2 | – | Sell |
-2,084
| Closed | -$477K | – | 716 |
|
|
2023
Q1 | $477K | Buy |
+2,084
| New | +$477K | 0.04% | 356 |
|