Cerity Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $330K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $220K | Buy |
|