Blue Trust Inc’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 | $53.7K | Buy |
159
+12
| +8% | +$4.05K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $43.2K | Hold |
147
| – | – | ﹤0.01% | 1435 |
|
|
2024
Q4 | $52.5K | Sell |
147
-53
| -27% | -$18.9K | ﹤0.01% | 1282 |
|
|
2024
Q3 | $50.5K | Buy |
200
+66
| +49% | +$16.7K | ﹤0.01% | 1560 |
|
|
2024
Q2 | $40.3K | Buy |
134
+61
| +84% | +$18.4K | ﹤0.01% | 1341 |
|
|
2024
Q1 | $22K | Sell |
73
-8
| -10% | -$2.41K | ﹤0.01% | 1196 |
|
|
2023
Q4 | $24K | Buy |
81
+20
| +33% | +$5.93K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $19K | Buy |
61
+33
| +118% | +$10.3K | ﹤0.01% | 1199 |
|
|
2023
Q2 | $6K | Sell |
28
-254
| -90% | -$54.4K | ﹤0.01% | 1470 |
|
|
2023
Q1 | $58K | Buy |
282
+102
| +57% | +$21K | ﹤0.01% | 970 |
|
|
2022
Q4 | $39K | Buy |
180
+87
| +94% | +$18.9K | ﹤0.01% | 1029 |
|
|
2022
Q3 | $26K | Sell |
93
-60
| -39% | -$16.8K | ﹤0.01% | 986 |
|
|
2022
Q2 | $46K | Buy |
+153
| New | +$46K | ﹤0.01% | 709 |
|