Atria Investments’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 | $886K | Buy |
2,623
+365
| +16% | +$123K | 0.01% | 1097 |
|
|
2025
Q1 | $663K | Sell |
2,258
-572
| -20% | -$168K | 0.01% | 1199 |
|
|
2024
Q4 | $1.01M | Sell |
2,830
-620
| -18% | -$222K | 0.01% | 977 |
|
|
2024
Q3 | $1.1M | Sell |
3,450
-440
| -11% | -$140K | 0.01% | 925 |
|
|
2024
Q2 | $982K | Sell |
3,890
-1,153
| -23% | -$291K | 0.01% | 935 |
|
|
2024
Q1 | $1.52M | Sell |
5,043
-900
| -15% | -$271K | 0.02% | 769 |
|
|
2023
Q4 | $1.96M | Buy |
5,943
+1,084
| +22% | +$357K | 0.03% | 607 |
|
|
2023
Q3 | $1.44M | Buy |
+4,859
| New | +$1.44M | 0.03% | 699 |
|