Corient Private Wealth’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 | $365K | Sell |
1,093
-82
| -7% | -$27.4K | ﹤0.01% | 1970 |
|
|
2025
Q1 | $345K | Buy |
1,175
+51
| +5% | +$15K | ﹤0.01% | 1779 |
|
|
2024
Q4 | $401K | Sell |
1,124
-51
| -4% | -$18.2K | ﹤0.01% | 1734 |
|
|
2024
Q3 | $373K | Buy |
1,175
+194
| +20% | +$61.6K | ﹤0.01% | 1880 |
|
|
2024
Q2 | $248K | Buy |
981
+109
| +13% | +$27.5K | ﹤0.01% | 2009 |
|
|
2024
Q1 | $262K | Buy |
872
+91
| +12% | +$27.4K | ﹤0.01% | 1957 |
|
|
2023
Q4 | $257K | Buy |
781
+10
| +1% | +$3.29K | ﹤0.01% | 1944 |
|
|
2023
Q3 | $228K | Buy |
771
+18
| +2% | +$5.32K | ﹤0.01% | 1856 |
|
|
2023
Q2 | $229K | Buy |
+753
| New | +$229K | ﹤0.01% | 1806 |
|