Commonwealth Equity Services’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-825
| Closed | -$274K | – | 4388 |
|
|
2025
Q4 | $274K | Sell |
825
-1,455
| -64% | -$462K | ﹤0.01% | 3731 |
|
|
2025
Q3 | $721K | Buy |
2,280
+1,466
| +180% | +$473K | ﹤0.01% | 2868 |
|
|
2025
Q2 | $275K | Sell |
814
-145
| -15% | -$44.9K | ﹤0.01% | 3677 |
|
|
2025
Q1 | $281K | Buy |
959
+149
| +18% | +$50.7K | ﹤0.01% | 3560 |
|
|
2024
Q4 | $290K | Sell |
810
-67
| -8% | -$23.6K | ﹤0.01% | 3430 |
|
|
2024
Q3 | $278K | Sell |
877
-393
| -31% | -$110K | ﹤0.01% | 3421 |
|
|
2024
Q2 | $321K | Buy |
1,270
+137
| +12% | +$35.9K | ﹤0.01% | 3233 |
|
|
2024
Q1 | $341K | Sell |
1,133
-199
| -15% | -$58.8K | ﹤0.01% | 3153 |
|
|
2023
Q4 | $439K | Buy |
1,332
+234
| +21% | +$64.2K | ﹤0.01% | 2832 |
|
|
2023
Q3 | $325K | Sell |
1,098
-163
| -13% | -$49.7K | ﹤0.01% | 2955 |
|
|
2023
Q2 | $384K | Sell |
1,261
-618
| -33% | -$148K | ﹤0.01% | 2835 |
|
|
2023
Q1 | $430 | Sell |
1,879
-303
| -14% | -$73.7K | ﹤0.01% | 2680 |
|
|
2022
Q4 | $446K | Sell |
2,182
-307
| -12% | -$65.6K | ﹤0.01% | 2566 |
|
|
2022
Q3 | $534K | Sell |
2,489
-346
| -12% | -$90.4K | ﹤0.01% | 2349 |
|
|
2022
Q2 | $779K | Buy |
2,835
+150
| +6% | +$43.7K | ﹤0.01% | 2086 |
|
|
2022
Q1 | $805K | Buy |
2,685
+76
| +3% | +$23.7K | ﹤0.01% | 2154 |
|
|
2021
Q4 | $774K | Sell |
2,609
-265
| -9% | -$81.9K | ﹤0.01% | 2178 |
|
|
2021
Q3 | $911K | Sell |
2,874
-67
| -2% | -$23.3K | ﹤0.01% | 1998 |
|
|
2021
Q2 | $1.01M | Buy |
2,941
+1,072
| +57% | +$388K | ﹤0.01% | 1901 |
|
|
2021
Q1 | $729K | Buy |
1,869
+237
| +15% | +$85.2K | ﹤0.01% | 2038 |
|
|
2020
Q4 | $477K | Buy |
+1,632
| New | +$446K | ﹤0.01% | 2176 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
