Avion Wealth’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 | $0 | Hold |
2
| – | – | ﹤0.01% | 1409 |
|
|
2025
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1207 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | – | – | 1157 |
|
|
2024
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1190 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$15K | – | 1023 |
|
|
2023
Q2 | $15K | Buy |
+50
| New | +$15K | ﹤0.01% | 256 |
|