Edgestream Partners’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 | $448K | Buy |
1,326
+27
| +2% | +$9.12K | 0.01% | 744 |
|
|
2025
Q1 | $381K | Buy |
+1,299
| New | +$381K | 0.01% | 727 |
|
|
2021
Q4 | – | Sell |
-5,944
| Closed | -$1.88M | – | 537 |
|
|
2021
Q3 | $1.88M | Buy |
5,944
+5,354
| +907% | +$1.7M | 0.12% | 246 |
|
|
2021
Q2 | $203K | Buy |
+590
| New | +$203K | 0.01% | 429 |
|