CreativeOne Wealth’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 | $1.62M | Buy |
4,788
+1,106
| +30% | +$374K | 0.04% | 398 |
|
|
2025
Q1 | $1.08M | Buy |
3,682
+1,825
| +98% | +$536K | 0.03% | 458 |
|
|
2024
Q4 | $664K | Buy |
1,857
+404
| +28% | +$144K | 0.02% | 609 |
|
|
2024
Q3 | $462K | Buy |
1,453
+193
| +15% | +$61.3K | 0.02% | 649 |
|
|
2024
Q2 | $318K | Buy |
1,260
+216
| +21% | +$54.5K | 0.02% | 609 |
|
|
2024
Q1 | $314K | Buy |
1,044
+78
| +8% | +$23.5K | 0.01% | 708 |
|
|
2023
Q4 | $318K | Buy |
+966
| New | +$318K | 0.02% | 483 |
|