Cassady Schiller Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.43K | Buy |
+4
| New | +$1.43K | ﹤0.01% | 683 |
|
|
2023
Q3 | – | Sell |
-31
| Closed | -$9.43K | – | 465 |
|
|
2023
Q2 | $9.43K | Hold |
31
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $7.1K | Hold |
31
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $6.35K | Buy |
+31
| New | +$6.35K | ﹤0.01% | 352 |
|
|
2022
Q1 | – | Sell |
-31
| Closed | -$9K | – | 368 |
|
|
2021
Q4 | $9K | Buy |
+31
| New | +$9K | 0.01% | 323 |
|