Bell Investment Advisors’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 | $10.1K | Buy |
30
+6
| +25% | +$2.03K | ﹤0.01% | 670 |
|
|
2025
Q1 | $7.05K | Hold |
24
| – | – | ﹤0.01% | 749 |
|
|
2024
Q4 | $8.58K | Sell |
24
-2
| -8% | -$715 | ﹤0.01% | 669 |
|
|
2024
Q3 | $8.26K | Sell |
26
-2
| -7% | -$635 | ﹤0.01% | 697 |
|
|
2024
Q2 | $7.07K | Hold |
28
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $8.43K | Hold |
28
| – | – | ﹤0.01% | 665 |
|
|
2023
Q4 | $9.22K | Buy |
28
+2
| +8% | +$659 | ﹤0.01% | 591 |
|
|
2023
Q3 | $7.68K | Buy |
26
+9
| +53% | +$2.66K | ﹤0.01% | 607 |
|
|
2023
Q2 | $5.17K | Sell |
17
-1
| -6% | -$304 | ﹤0.01% | 806 |
|
|
2023
Q1 | $4.12K | Buy |
18
+4
| +29% | +$916 | ﹤0.01% | 867 |
|
|
2022
Q4 | $2.87K | Sell |
14
-2
| -13% | -$409 | ﹤0.01% | 1092 |
|
|
2022
Q3 | $3K | Sell |
16
-9
| -36% | -$1.69K | ﹤0.01% | 932 |
|
|
2022
Q2 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 565 |
|
|
2021
Q4 | $3K | Sell |
10
-3
| -23% | -$900 | ﹤0.01% | 988 |
|
|
2021
Q3 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 802 |
|