Diversified Trust’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
Sell
2025
Q1
$404K Buy
2024
Q4
$481K Buy
2024
Q3
$427K Hold
2024
Q2
$339K Buy
2022
Q1
Sell
2021
Q4
$233K Hold
2021
Q3
$248K Buy