Creative Planning’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Buy |
5,091
+1,036
| +26% | +$308K | ﹤0.01% | 2265 |
|
|
2025
Q4 | $1.35M | Buy |
4,055
+1,562
| +63% | +$496K | ﹤0.01% | 2048 |
|
|
2025
Q3 | $788K | Buy |
2,493
+455
| +22% | +$147K | ﹤0.01% | 2344 |
|
|
2025
Q2 | $688K | Sell |
2,038
-43
| -2% | -$13.3K | ﹤0.01% | 2179 |
|
|
2025
Q1 | $611K | Buy |
2,081
+328
| +19% | +$112K | ﹤0.01% | 2108 |
|
|
2024
Q4 | $627K | Buy |
1,753
+96
| +6% | +$33.8K | ﹤0.01% | 2027 |
|
|
2024
Q3 | $526K | Buy |
1,657
+85
| +5% | +$23.7K | ﹤0.01% | 2062 |
|
|
2024
Q2 | $397K | Sell |
1,572
-15
| -0.9% | -$3.93K | ﹤0.01% | 2134 |
|
|
2024
Q1 | $477K | Buy |
1,587
+89
| +6% | +$26.3K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $493K | Sell |
1,498
-268
| -15% | -$73.5K | ﹤0.01% | 1719 |
|
|
2023
Q3 | $522K | Sell |
1,766
-34
| -2% | -$10.4K | ﹤0.01% | 1543 |
|
|
2023
Q2 | $547K | Buy |
1,800
+413
| +30% | +$98.9K | ﹤0.01% | 1488 |
|
|
2023
Q1 | $318K | Buy |
1,387
+223
| +19% | +$54.2K | ﹤0.01% | 1774 |
|
|
2022
Q4 | $238K | Buy |
+1,164
| New | +$249K | ﹤0.01% | 1902 |
|
|
2017
Q3 | – | Sell |
-507
| Closed | -$48K | – | 2883 |
|
|
2017
Q2 | $48K | Sell |
507
-92
| -15% | -$8.31K | ﹤0.01% | 2539 |
|
|
2017
Q1 | $51K | Buy |
599
+92
| +18% | +$8.92K | ﹤0.01% | 2462 |
|
|
2016
Q4 | $49K | Buy |
507
+505
| +25,250% | +$46.3K | ﹤0.01% | 2406 |
|
|
2016
Q3 | $0 | Sell |
2
-179
| -99% | -$15K | ﹤0.01% | 4663 |
|
|
2016
Q2 | $13K | Sell |
181
-111
| -38% | -$8.9K | ﹤0.01% | 3078 |
|
|
2016
Q1 | $26K | Sell |
292
-23
| -7% | -$1.98K | ﹤0.01% | 2573 |
|
|
2015
Q4 | $34K | Buy |
315
+126
| +67% | +$14.5K | ﹤0.01% | 2426 |
|
|
2015
Q3 | $20K | Buy |
+189
| New | +$21.2K | ﹤0.01% | 2722 |
|
|
2015
Q2 | – | Sell |
-375
| Closed | -$37K | – | 2133 |
|
|
2015
Q1 | $37K | Sell |
375
-700
| -65% | -$62.9K | ﹤0.01% | 2232 |
|
|
2014
Q4 | $93K | Hold |
1,075
| – | – | ﹤0.01% | 1588 |
|
|
2014
Q3 | $81K | Hold |
1,075
| – | – | ﹤0.01% | 1613 |
|
|
2014
Q2 | $101K | Sell |
1,075
-100
| -9% | -$7.64K | ﹤0.01% | 1420 |
|
|
2014
Q1 | $78K | Buy |
1,175
+100
| +9% | +$6.25K | ﹤0.01% | 1540 |
|
|
2013
Q4 | $75K | Buy |
1,075
+450
| +72% | +$30.2K | ﹤0.01% | 1357 |
|
|
2013
Q3 | $46K | Buy |
625
+550
| +733% | +$36K | ﹤0.01% | 1563 |
|
|
2013
Q2 | $4K | Buy |
+75
| New | +$3.77K | ﹤0.01% | 2623 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
