Cerity Partners’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-866
| Closed | -$300K | – | 2543 |
|
|
2024
Q4 | $300K | Sell |
866
-155
| -15% | -$53.7K | ﹤0.01% | 2035 |
|
|
2024
Q3 | $324K | Sell |
1,021
-148
| -13% | -$47K | ﹤0.01% | 2006 |
|
|
2024
Q2 | $295K | Sell |
1,169
-866
| -43% | -$219K | ﹤0.01% | 1825 |
|
|
2024
Q1 | $612K | Buy |
2,035
+750
| +58% | +$226K | ﹤0.01% | 1504 |
|
|
2023
Q4 | $423K | Buy |
+1,285
| New | +$423K | ﹤0.01% | 1336 |
|
|
2023
Q3 | – | Sell |
-1,332
| Closed | -$405K | – | 1570 |
|
|
2023
Q2 | $405K | Buy |
1,332
+421
| +46% | +$128K | ﹤0.01% | 1273 |
|
|
2023
Q1 | $209K | Buy |
+911
| New | +$209K | ﹤0.01% | 1696 |
|
|
2017
Q4 | – | Sell |
-1,828
| Closed | -$220K | – | 576 |
|
|
2017
Q3 | $220K | Buy |
+1,828
| New | +$220K | 0.02% | 516 |
|