Cary Street Partners Investment Advisory’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-67
Closed -$19.8K 1292
2023
Q3
$19.8K Sell
67
-2
-3% -$591 ﹤0.01% 1125
2023
Q2
$21K Sell
69
-7
-9% -$2.13K ﹤0.01% 1032
2023
Q1
$17.4K Hold
76
﹤0.01% 1013
2022
Q4
$15.6K Buy
+76
New +$15.6K ﹤0.01% 1036