Diversified Trust’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 | – | Sell |
-1,375
| Closed | -$404K | – | 973 |
|
|
2025
Q1 | $404K | Buy |
1,375
+30
| +2% | +$8.81K | 0.01% | 636 |
|
|
2024
Q4 | $481K | Buy |
1,345
+2
| +0.1% | +$715 | 0.01% | 611 |
|
|
2024
Q3 | $427K | Hold |
1,343
| – | – | 0.01% | 639 |
|
|
2024
Q2 | $339K | Buy |
+1,343
| New | +$339K | 0.01% | 649 |
|
|
2022
Q1 | – | Sell |
-783
| Closed | -$233K | – | 845 |
|
|
2021
Q4 | $233K | Hold |
783
| – | – | 0.01% | 721 |
|
|
2021
Q3 | $248K | Buy |
+783
| New | +$248K | 0.01% | 657 |
|