Bristlecone 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 | – | Sell |
-3,103
| Closed | -$911K | – | 331 |
|
|
2025
Q1 | $911K | Buy |
3,103
+719
| +30% | +$211K | 0.07% | 157 |
|
|
2024
Q4 | $852K | Buy |
2,384
+19
| +0.8% | +$6.79K | 0.07% | 159 |
|
|
2024
Q3 | $751K | Buy |
2,365
+1,040
| +78% | +$330K | 0.06% | 156 |
|
|
2024
Q2 | $334K | Hold |
1,325
| – | – | 0.03% | 218 |
|
|
2024
Q1 | $399K | Buy |
1,325
+90
| +7% | +$27.1K | 0.04% | 202 |
|
|
2023
Q4 | $407K | Buy |
+1,235
| New | +$407K | 0.04% | 195 |
|
|
2022
Q3 | – | Sell |
-6,617
| Closed | -$1.82M | – | 243 |
|
|
2022
Q2 | $1.82M | Buy |
+6,617
| New | +$1.82M | 0.22% | 91 |
|