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Ashton Thomas Private Wealth’s Lithia Motors LAD Stock Holding History

Ashton Thomas Private Wealth’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 		$831K Buy
3,329
+32
+1% +$9.51K 0.02% 581
2025
Q4 		$1.1M Sell
3,297
-36
-1% -$11.4K 0.03% 468
2025
Q3 		$1.05M Sell
3,333
-1
-0% -$323 0.03% 458
2025
Q2 		$1.13M Buy
3,334
+13
+0.4% +$4.02K 0.04% 385
2025
Q1 		$975K Sell
3,321
-103
-3% -$35.1K 0.04% 382
2024
Q4 		$1.22M Sell
3,424
-16
-0.5% -$5.64K 0.05% 346
2024
Q3 		$1.09M Buy
3,440
+78
+2% +$21.7K 0.06% 300
2024
Q2 		$849K Sell
3,362
-106
-3% -$27.7K 0.05% 331
2024
Q1 		$1.04M Buy
3,468
+73
+2% +$21.6K 0.06% 297
2023
Q4 		$1.12M Buy
3,395
+36
+1% +$9.88K 0.07% 277
2023
Q3 		$992K Sell
3,359
-6
-0.2% -$1.83K 0.07% 278
2023
Q2 		$1.02M Buy
3,365
+9
+0.3% +$2.15K 0.08% 262
2023
Q1 		$768K Buy
3,356
+6
+0.2% +$1.46K 0.07% 288
2022
Q4 		$686K Sell
3,350
-177
-5% -$37.8K 0.07% 300
2022
Q3 		$757K Sell
3,527
-20
-0.6% -$5.23K 0.09% 250
2022
Q2 		$975K Sell
3,547
-1
-0% -$292 0.11% 220
2022
Q1 		$1.06M Buy
3,548
+5
+0.1% +$1.56K 0.09% 240
2021
Q4 		$1.05M Buy
+3,543
New +$1.09M 0.1% 226

Other funds holding LAD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return