Benjamin Edwards Inc’s Lithia Motors LAD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
730
+30
+4% +$10.1K ﹤0.01% 1054
2025
Q1
$206K Hold
700
﹤0.01% 1045
2024
Q4
$250K Buy
700
+37
+6% +$13.2K ﹤0.01% 1024
2024
Q3
$211K Buy
+663
New +$211K ﹤0.01% 1049