Crossmark Global Holdings’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 | $521K | Buy |
2,088
+191
| +10% | +$56.7K | 0.01% | 814 |
|
|
2025
Q4 | $630K | Sell |
1,897
-366
| -16% | -$116K | 0.01% | 754 |
|
|
2025
Q3 | $715K | Sell |
2,263
-4,061
| -64% | -$1.31M | 0.01% | 749 |
|
|
2025
Q2 | $2.14M | Sell |
6,324
-1,067
| -14% | -$330K | 0.03% | 416 |
|
|
2025
Q1 | $2.17M | Buy |
7,391
+5,079
| +220% | +$1.73M | 0.04% | 393 |
|
|
2024
Q4 | $826K | Sell |
2,312
-160
| -6% | -$56.4K | 0.02% | 635 |
|
|
2024
Q3 | $785K | Buy |
2,472
+839
| +51% | +$234K | 0.01% | 684 |
|
|
2024
Q2 | $412K | Sell |
1,633
-315
| -16% | -$82.5K | 0.01% | 910 |
|
|
2024
Q1 | $586K | Buy |
1,948
+143
| +8% | +$42.3K | 0.01% | 794 |
|
|
2023
Q4 | $595K | Sell |
1,805
-80
| -4% | -$21.9K | 0.01% | 773 |
|
|
2023
Q3 | $526K | Sell |
1,885
-41
| -2% | -$12.5K | 0.01% | 801 |
|
|
2023
Q2 | $590K | Sell |
1,926
-329
| -15% | -$78.8K | 0.01% | 779 |
|
|
2023
Q1 | $516K | Buy |
2,255
+231
| +11% | +$56.2K | 0.01% | 808 |
|
|
2022
Q4 | $414K | Sell |
2,024
-269
| -12% | -$57.5K | 0.01% | 866 |
|
|
2022
Q3 | $492K | Sell |
2,293
-55
| -2% | -$14.4K | 0.01% | 776 |
|
|
2022
Q2 | $645K | Sell |
2,348
-120
| -5% | -$35K | 0.02% | 706 |
|
|
2022
Q1 | $741K | Sell |
2,468
-60
| -2% | -$18.7K | 0.02% | 737 |
|
|
2021
Q4 | $751K | Sell |
2,528
-1,280
| -34% | -$395K | 0.02% | 737 |
|
|
2021
Q3 | $1.21M | Sell |
3,808
-40
| -1% | -$13.9K | 0.03% | 554 |
|
|
2021
Q2 | $1.32M | Buy |
3,848
+90
| +2% | +$32.5K | 0.03% | 521 |
|
|
2021
Q1 | $1.47M | Buy |
3,758
+80
| +2% | +$28.7K | 0.04% | 465 |
|
|
2020
Q4 | $1.08M | Buy |
3,678
+60
| +2% | +$16.4K | 0.03% | 552 |
|
|
2020
Q3 | $825K | Sell |
3,618
-200
| -5% | -$45K | 0.02% | 595 |
|
|
2020
Q2 | $578K | Buy |
3,818
+90
| +2% | +$10.3K | 0.02% | 700 |
|
|
2020
Q1 | $305K | Sell |
3,728
-10
| -0.3% | -$1.21K | 0.01% | 837 |
|
|
2019
Q4 | $549K | Sell |
3,738
-1,750
| -32% | -$263K | 0.02% | 761 |
|
|
2019
Q3 | $727K | Sell |
5,488
-70
| -1% | -$8.94K | 0.02% | 634 |
|
|
2019
Q2 | $660K | Buy |
5,558
+80
| +1% | +$8.85K | 0.02% | 689 |
|
|
2019
Q1 | $508K | Sell |
5,478
-20
| -0.4% | -$1.74K | 0.01% | 800 |
|
|
2018
Q4 | $420K | Buy |
5,498
+1,480
| +37% | +$117K | 0.01% | 856 |
|
|
2018
Q3 | $328K | Sell |
4,018
-450
| -10% | -$39.7K | 0.01% | 1256 |
|
|
2018
Q2 | $423K | Buy |
4,468
+360
| +9% | +$35.7K | 0.01% | 1065 |
|
|
2018
Q1 | $413K | Sell |
4,108
-1,085
| -21% | -$123K | 0.01% | 1047 |
|
|
2017
Q4 | $590K | Sell |
5,193
-2,290
| -31% | -$266K | 0.01% | 871 |
|
|
2017
Q3 | $900K | Buy |
+7,483
| New | +$783K | 0.02% | 650 |
|
|
2016
Q3 | $900K | Buy |
+7,483
| New | +$629K | 0.02% | 650 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
