Bailard’s Lithia Motors LAD Stock Holding History

Bailard’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
2025 Q2	–	Sell
2025 Q1	$455K	Buy
2024 Q4	$501K	Buy
2021 Q2	–	Sell
2021 Q1	$312K	Hold
2020 Q4	$234K	Sell
2020 Q3	$205K	Buy
2018 Q4	–	Sell
2018 Q3	$359K	Hold
2018 Q2	$416K	Buy
2018 Q1	$402K	Buy