Bellevue Asset Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10
| Closed | -$3.32K | – | 439 |
|
|
2025
Q4 | $3.32K | Hold |
10
| – | – | ﹤0.01% | 385 |
|
|
2025
Q3 | $3.16K | Buy |
10
+3
| +43% | +$968 | ﹤0.01% | 391 |
|
|
2025
Q2 | $2.36K | Hold |
7
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $2.05K | Buy |
7
+1
| +17% | +$341 | ﹤0.01% | 424 |
|
|
2024
Q4 | $2.14K | Hold |
6
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $1.91K | Hold |
6
| – | – | ﹤0.01% | 419 |
|
|
2024
Q2 | $1.51K | Hold |
6
| – | – | ﹤0.01% | 438 |
|
|
2024
Q1 | $1.8K | Hold |
6
| – | – | ﹤0.01% | 421 |
|
|
2023
Q4 | $1.98K | Buy |
6
+2
| +50% | +$549 | ﹤0.01% | 406 |
|
|
2023
Q3 | $1.18K | Hold |
4
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $1.22K | Buy |
+4
| New | +$958 | ﹤0.01% | 461 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 499 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 477 |
|
|
2022
Q1 | $1K | Sell |
4
-1
| -20% | -$312 | ﹤0.01% | 516 |
|
|
2021
Q4 | $1K | Sell |
5
-4
| -44% | -$1.24K | ﹤0.01% | 546 |
|
|
2021
Q3 | $3K | Sell |
9
-5
| -36% | -$1.74K | ﹤0.01% | 462 |
|
|
2021
Q2 | $5K | Sell |
14
-1
| -7% | -$362 | ﹤0.01% | 382 |
|
|
2021
Q1 | $6K | Sell |
15
-2
| -12% | -$719 | ﹤0.01% | 399 |
|
|
2020
Q4 | $6K | Sell |
17
-5
| -23% | -$1.37K | ﹤0.01% | 393 |
|
|
2020
Q3 | $5K | Sell |
22
-5
| -19% | -$1.12K | ﹤0.01% | 392 |
|
|
2020
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 427 |
|
|
2020
Q1 | $3K | Buy |
+27
| New | +$3.26K | ﹤0.01% | 455 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
