Cambridge Investment Research 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 | $517K | Sell |
1,531
-890
| -37% | -$301K | ﹤0.01% | 2518 |
|
|
2025
Q1 | $711K | Buy |
2,421
+35
| +1% | +$10.3K | ﹤0.01% | 2147 |
|
|
2024
Q4 | $853K | Sell |
2,386
-555
| -19% | -$198K | ﹤0.01% | 1993 |
|
|
2024
Q3 | $934K | Buy |
2,941
+235
| +9% | +$74.6K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $683K | Buy |
2,706
+238
| +10% | +$60.1K | ﹤0.01% | 2042 |
|
|
2024
Q1 | $743K | Buy |
2,468
+149
| +6% | +$44.9K | ﹤0.01% | 1944 |
|
|
2023
Q4 | $764K | Buy |
2,319
+91
| +4% | +$30K | ﹤0.01% | 1836 |
|
|
2023
Q3 | $658K | Sell |
2,228
-242
| -10% | -$71.5K | ﹤0.01% | 1860 |
|
|
2023
Q2 | $751K | Sell |
2,470
-555
| -18% | -$169K | ﹤0.01% | 1817 |
|
|
2023
Q1 | $693K | Sell |
3,025
-200
| -6% | -$45.8K | ﹤0.01% | 1841 |
|
|
2022
Q4 | $660K | Sell |
3,225
-296
| -8% | -$60.6K | ﹤0.01% | 1814 |
|
|
2022
Q3 | $755K | Buy |
3,521
+281
| +9% | +$60.3K | ﹤0.01% | 1664 |
|
|
2022
Q2 | $890K | Buy |
3,240
+124
| +4% | +$34.1K | ﹤0.01% | 1560 |
|
|
2022
Q1 | $935K | Buy |
3,116
+908
| +41% | +$272K | ﹤0.01% | 1620 |
|
|
2021
Q4 | $656K | Buy |
2,208
+1,300
| +143% | +$386K | ﹤0.01% | 1890 |
|
|
2021
Q3 | $288K | Buy |
908
+313
| +53% | +$99.3K | ﹤0.01% | 2501 |
|
|
2021
Q2 | $204K | Buy |
595
+52
| +10% | +$17.8K | ﹤0.01% | 2817 |
|
|
2021
Q1 | $212K | Buy |
+543
| New | +$212K | ﹤0.01% | 2564 |
|