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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
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|
2025
Q1 | $611K | Buy |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $48K | Sell |
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|
2017
Q1 | $51K | Buy |
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|
2016
Q4 | $49K | Buy |
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|
2016
Q3 | $0 | Sell |
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|
2016
Q2 | $13K | Sell |
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|
2016
Q1 | $26K | Sell |
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|
2015
Q4 | $34K | Buy |
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|
2015
Q3 | $20K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $37K | Sell |
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|
2014
Q4 | $93K | Hold |
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|
2014
Q3 | $81K | Hold |
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|
2014
Q2 | $101K | Sell |
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|
2014
Q1 | $78K | Buy |
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|
2013
Q4 | $75K | Buy |
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|
2013
Q3 | $46K | Buy |
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|
2013
Q2 | $4K | Buy |
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