Conifer Management’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 | $169M | Hold |
500,000
| – | – | 21.98% | 3 |
|
|
2025
Q1 | $147M | Hold |
500,000
| – | – | 22.25% | 3 |
|
|
2024
Q4 | $179M | Sell |
500,000
-200,000
| -29% | -$71.5M | 23.04% | 3 |
|
|
2024
Q3 | $222M | Hold |
700,000
| – | – | 25.45% | 2 |
|
|
2024
Q2 | $177M | Hold |
700,000
| – | – | 21.67% | 2 |
|
|
2024
Q1 | $211M | Hold |
700,000
| – | – | 23.24% | 2 |
|
|
2023
Q4 | $230M | Hold |
700,000
| – | – | 22.38% | 3 |
|
|
2023
Q3 | $207M | Hold |
700,000
| – | – | 23.3% | 3 |
|
|
2023
Q2 | $213M | Buy |
700,000
+200,000
| +40% | +$60.8M | 23.36% | 2 |
|
|
2023
Q1 | $114M | Hold |
500,000
| – | – | 13.74% | 3 |
|
|
2022
Q4 | $102M | Buy |
+500,000
| New | +$102M | 12.45% | 4 |
|