Creative Planning’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 | $688K | Sell |
2,038
-43
| -2% | -$14.5K | ﹤0.01% | 2174 |
|
|
2025
Q1 | $611K | Buy |
2,081
+328
| +19% | +$96.3K | ﹤0.01% | 2103 |
|
|
2024
Q4 | $627K | Buy |
1,753
+96
| +6% | +$34.3K | ﹤0.01% | 2021 |
|
|
2024
Q3 | $526K | Buy |
1,657
+85
| +5% | +$27K | ﹤0.01% | 2062 |
|
|
2024
Q2 | $397K | Sell |
1,572
-15
| -0.9% | -$3.79K | ﹤0.01% | 2126 |
|
|
2024
Q1 | $477K | Buy |
1,587
+89
| +6% | +$26.8K | ﹤0.01% | 1878 |
|
|
2023
Q4 | $493K | Sell |
1,498
-268
| -15% | -$88.3K | ﹤0.01% | 1715 |
|
|
2023
Q3 | $522K | Sell |
1,766
-34
| -2% | -$10K | ﹤0.01% | 1540 |
|
|
2023
Q2 | $547K | Buy |
1,800
+413
| +30% | +$126K | ﹤0.01% | 1482 |
|
|
2023
Q1 | $318K | Buy |
1,387
+223
| +19% | +$51.1K | ﹤0.01% | 1768 |
|
|
2022
Q4 | $238K | Buy |
+1,164
| New | +$238K | ﹤0.01% | 1893 |
|
|
2017
Q3 | – | Sell |
-507
| Closed | -$48K | – | 2811 |
|
|
2017
Q2 | $48K | Sell |
507
-92
| -15% | -$8.71K | ﹤0.01% | 2522 |
|
|
2017
Q1 | $51K | Buy |
599
+92
| +18% | +$7.83K | ﹤0.01% | 2442 |
|
|
2016
Q4 | $49K | Buy |
507
+505
| +25,250% | +$48.8K | ﹤0.01% | 2389 |
|
|
2016
Q3 | $0 | Sell |
2
-179
| -99% | – | ﹤0.01% | 4446 |
|
|
2016
Q2 | $13K | Sell |
181
-111
| -38% | -$7.97K | ﹤0.01% | 3037 |
|
|
2016
Q1 | $26K | Sell |
292
-23
| -7% | -$2.05K | ﹤0.01% | 2558 |
|
|
2015
Q4 | $34K | Buy |
315
+126
| +67% | +$13.6K | ﹤0.01% | 2402 |
|
|
2015
Q3 | $20K | Buy |
+189
| New | +$20K | ﹤0.01% | 2704 |
|
|
2015
Q2 | – | Sell |
-375
| Closed | -$37K | – | 2040 |
|
|
2015
Q1 | $37K | Sell |
375
-700
| -65% | -$69.1K | ﹤0.01% | 2215 |
|
|
2014
Q4 | $93K | Hold |
1,075
| – | – | ﹤0.01% | 1576 |
|
|
2014
Q3 | $81K | Hold |
1,075
| – | – | ﹤0.01% | 1601 |
|
|
2014
Q2 | $101K | Sell |
1,075
-100
| -9% | -$9.4K | ﹤0.01% | 1410 |
|
|
2014
Q1 | $78K | Buy |
1,175
+100
| +9% | +$6.64K | ﹤0.01% | 1535 |
|
|
2013
Q4 | $75K | Buy |
1,075
+450
| +72% | +$31.4K | ﹤0.01% | 1357 |
|
|
2013
Q3 | $46K | Buy |
625
+550
| +733% | +$40.5K | ﹤0.01% | 1563 |
|
|
2013
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 2623 |
|