Campbell Newman 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 | $1.43M | Buy |
5,728
+92
| +2% | +$27.3K | 0.12% | 75 |
|
|
2025
Q4 | $1.87M | Sell |
5,636
-211
| -4% | -$67K | 0.14% | 71 |
|
|
2025
Q3 | $1.85M | Buy |
5,847
+21
| +0.4% | +$6.77K | 0.14% | 74 |
|
|
2025
Q2 | $1.97M | Buy |
5,826
+384
| +7% | +$119K | 0.16% | 67 |
|
|
2025
Q1 | $1.6M | Sell |
5,442
-24
| -0.4% | -$8.17K | 0.14% | 73 |
|
|
2024
Q4 | $1.95M | Sell |
5,466
-17
| -0.3% | -$5.99K | 0.16% | 66 |
|
|
2024
Q3 | $1.74M | Sell |
5,483
-87
| -2% | -$24.3K | 0.13% | 75 |
|
|
2024
Q2 | $1.41M | Buy |
5,570
+2
| +0% | +$524 | 0.11% | 78 |
|
|
2024
Q1 | $1.68M | Buy |
5,568
+131
| +2% | +$38.7K | 0.14% | 67 |
|
|
2023
Q4 | $1.79M | Buy |
5,437
+20
| +0.4% | +$5.49K | 0.15% | 63 |
|
|
2023
Q3 | $1.6M | Buy |
5,417
+2,178
| +67% | +$664K | 0.15% | 65 |
|
|
2023
Q2 | $985K | Buy |
3,239
+75
| +2% | +$18K | 0.09% | 85 |
|
|
2023
Q1 | $724K | Buy |
3,164
+31
| +1% | +$7.54K | 0.07% | 96 |
|
|
2022
Q4 | $641K | Buy |
3,133
+101
| +3% | +$21.6K | 0.06% | 97 |
|
|
2022
Q3 | $651K | Buy |
3,032
+72
| +2% | +$18.8K | 0.07% | 93 |
|
|
2022
Q2 | $813K | Buy |
2,960
+131
| +5% | +$38.2K | 0.09% | 91 |
|
|
2022
Q1 | $849K | Buy |
2,829
+75
| +3% | +$23.4K | 0.08% | 92 |
|
|
2021
Q4 | $818K | Buy |
2,754
+53
| +2% | +$16.4K | 0.07% | 97 |
|
|
2021
Q3 | $856K | Buy |
2,701
+139
| +5% | +$48.4K | 0.09% | 92 |
|
|
2021
Q2 | $880K | Buy |
2,562
+130
| +5% | +$47K | 0.09% | 93 |
|
|
2021
Q1 | $949K | Buy |
2,432
+121
| +5% | +$43.5K | 0.1% | 91 |
|
|
2020
Q4 | $676K | Buy |
2,311
+174
| +8% | +$47.6K | 0.08% | 99 |
|
|
2020
Q3 | $487K | Buy |
+2,137
| New | +$481K | 0.06% | 106 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
