CIBC Private Wealth Group’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
40,538
-1,011
| -2% | -$342K | 0.02% | 319 |
|
|
2025
Q1 | $11.3M | Sell |
41,549
-2,863
| -6% | -$779K | 0.02% | 313 |
|
|
2024
Q4 | $15.5M | Sell |
44,412
-6,622
| -13% | -$2.31M | 0.03% | 297 |
|
|
2024
Q3 | $16.2M | Sell |
51,034
-824
| -2% | -$262K | 0.03% | 296 |
|
|
2024
Q2 | $12.9M | Buy |
51,858
+14,940
| +40% | +$3.72M | 0.02% | 297 |
|
|
2024
Q1 | $10.9M | Buy |
36,918
+29,119
| +373% | +$8.61M | 0.02% | 317 |
|
|
2023
Q4 | $2.57M | Buy |
7,799
+911
| +13% | +$300K | 0.01% | 484 |
|
|
2023
Q3 | $2.03M | Buy |
+6,888
| New | +$2.03M | ﹤0.01% | 492 |
|
|
2019
Q3 | – | Sell |
-3,205
| Closed | -$381K | – | 914 |
|
|
2019
Q2 | $381K | Buy |
+3,205
| New | +$381K | ﹤0.01% | 768 |
|
|
2018
Q3 | – | Sell |
-700
| Closed | -$66K | – | 1371 |
|
|
2018
Q2 | $66K | Hold |
700
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q1 | $70K | Hold |
700
| – | – | ﹤0.01% | 1086 |
|
|
2017
Q4 | $80K | Buy |
+700
| New | +$80K | ﹤0.01% | 1077 |
|