Carson Wealth (CWM LLC)’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
381
+169
| +80% | +$57.2K | ﹤0.01% | 2504 |
|
|
2025
Q1 | $62K | Buy |
212
+49
| +30% | +$14.3K | ﹤0.01% | 2790 |
|
|
2024
Q4 | $58K | Hold |
163
| – | – | ﹤0.01% | 2690 |
|
|
2024
Q3 | $52K | Buy |
163
+8
| +5% | +$2.55K | ﹤0.01% | 2660 |
|
|
2024
Q2 | $39K | Sell |
155
-49
| -24% | -$12.3K | ﹤0.01% | 2637 |
|
|
2024
Q1 | $61K | Sell |
204
-11
| -5% | -$3.29K | ﹤0.01% | 2169 |
|
|
2023
Q4 | $71K | Buy |
215
+18
| +9% | +$5.94K | ﹤0.01% | 1966 |
|
|
2023
Q3 | $58K | Hold |
197
| – | – | ﹤0.01% | 1972 |
|
|
2023
Q2 | $60K | Sell |
197
-29
| -13% | -$8.83K | ﹤0.01% | 1855 |
|
|
2023
Q1 | $52K | Buy |
226
+58
| +35% | +$13.3K | ﹤0.01% | 1847 |
|
|
2022
Q4 | $34K | Sell |
168
-59
| -26% | -$11.9K | ﹤0.01% | 1997 |
|
|
2022
Q3 | $49K | Sell |
227
-1
| -0.4% | -$216 | ﹤0.01% | 1660 |
|
|
2022
Q2 | $63K | Sell |
228
-7
| -3% | -$1.93K | ﹤0.01% | 1518 |
|
|
2022
Q1 | $71K | Buy |
235
+79
| +51% | +$23.9K | ﹤0.01% | 1457 |
|
|
2021
Q4 | $46K | Buy |
+156
| New | +$46K | ﹤0.01% | 1604 |
|
|
2021
Q2 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2021
Q1 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2020
Q4 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2020
Q3 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2020
Q2 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2020
Q1 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2019
Q4 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2019
Q3 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2019
Q2 | $45K | Hold |
130
| – | – | ﹤0.01% | 1436 |
|
|
2019
Q1 | $45K | Buy |
+130
| New | +$45K | ﹤0.01% | 1436 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$4K | – | 2174 |
|
|
2018
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 1397 |
|
|
2018
Q2 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 1196 |
|