Clearstead Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Buy |
48
+41
| +586% | +$13.9K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $2.06K | Buy |
+7
| New | +$2.06K | ﹤0.01% | 1894 |
|
|
2024
Q3 | – | Sell |
-75
| Closed | -$18.9K | – | 2077 |
|
|
2024
Q2 | $18.9K | Buy |
+75
| New | +$18.9K | ﹤0.01% | 1396 |
|
|
2021
Q4 | – | Sell |
-62
| Closed | -$20K | – | 1356 |
|
|
2021
Q3 | $20K | Buy |
+62
| New | +$20K | ﹤0.01% | 816 |
|