Corient Private Wealth
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Corient Private Wealth’s Lithia Motors LAD Stock Holding History

Corient Private Wealth’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$369K Sell
2025
Q1 		$345K Buy
2024
Q4 		$401K Sell
2024
Q3 		$373K Buy
2024
Q2 		$248K Buy
2024
Q1 		$262K Buy
2023
Q4 		$257K Buy
2023
Q3 		$228K Buy
2023
Q2 		$229K Buy