Cornerstone Planning Group’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 | – | Sell |
-23
| Closed | -$6.29K | – | 1626 |
|
|
2025
Q1 | $6.29K | Hold |
23
| – | – | ﹤0.01% | 671 |
|
|
2024
Q4 | $8.03K | Hold |
23
| – | – | ﹤0.01% | 476 |
|
|
2024
Q3 | $7.69K | Hold |
23
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $6.23K | Hold |
23
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $5.69K | Sell |
23
-5
| -18% | -$1.24K | ﹤0.01% | 500 |
|
|
2023
Q4 | $9.36K | Hold |
28
| – | – | ﹤0.01% | 440 |
|
|
2023
Q3 | $8.38K | Hold |
28
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $8.62K | Buy |
+28
| New | +$8.62K | ﹤0.01% | 725 |
|
|
2022
Q4 | $6.49K | Buy |
+28
| New | +$6.49K | ﹤0.01% | 781 |
|