Cornerstone Planning Group’s Lithia Motors LAD Stock Holding History

Cornerstone Planning Group’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	–	Sell
2025 Q1	$6.29K	Hold
2024 Q4	$8.03K	Hold
2024 Q3	$7.69K	Hold
2024 Q2	$6.23K	Hold
2024 Q1	$5.69K	Sell
2023 Q4	$9.36K	Hold
2023 Q3	$8.38K	Hold
2023 Q2	$8.62K	Buy
2022 Q4	$6.49K	Buy