Dana Investment Advisors’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 | $9.64M | Sell |
28,531
-441
| -2% | -$149K | 0.32% | 70 |
|
|
2025
Q1 | $8.5M | Sell |
28,972
-745
| -3% | -$219K | 0.3% | 75 |
|
|
2024
Q4 | $10.6M | Sell |
29,717
-3,485
| -10% | -$1.25M | 0.35% | 58 |
|
|
2024
Q3 | $10.5M | Sell |
33,202
-4,001
| -11% | -$1.27M | 0.35% | 66 |
|
|
2024
Q2 | $9.39M | Sell |
37,203
-485
| -1% | -$122K | 0.32% | 84 |
|
|
2024
Q1 | $11.3M | Buy |
+37,688
| New | +$11.3M | 0.38% | 75 |
|
|
2018
Q3 | – | Sell |
-23,712
| Closed | -$2.24M | – | 281 |
|
|
2018
Q2 | $2.24M | Buy |
23,712
+3,563
| +18% | +$337K | 0.1% | 168 |
|
|
2018
Q1 | $2.03M | Buy |
20,149
+1,305
| +7% | +$131K | 0.09% | 176 |
|
|
2017
Q4 | $2.14M | Buy |
18,844
+45
| +0.2% | +$5.11K | 0.09% | 172 |
|
|
2017
Q3 | $2.26M | Sell |
18,799
-7,600
| -29% | -$914K | 0.1% | 168 |
|
|
2017
Q2 | $2.49M | Buy |
26,399
+121
| +0.5% | +$11.4K | 0.12% | 143 |
|
|
2017
Q1 | $2.25M | Buy |
+26,278
| New | +$2.25M | 0.1% | 168 |
|