Arkadios Wealth Advisors’s Lithia Motors LAD Stock Holding History

Arkadios Wealth Advisors’s Portfolio LAD Stock Details LAD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$253K	Sell
2025 Q3	$557K	Buy
2021 Q4	–	Sell
2021 Q3	$95K	Hold
2021 Q2	$103K	Hold
2021 Q1	$117K	Sell
2020 Q4	$100K	Buy