Empowered Funds’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 | $9.85M | Buy |
29,150
+2,978
| +11% | +$1.01M | 0.11% | 205 |
|
|
2025
Q1 | $7.68M | Buy |
26,172
+25,480
| +3,682% | +$7.48M | 0.11% | 234 |
|
|
2024
Q4 | $247K | Buy |
+692
| New | +$247K | ﹤0.01% | 1441 |
|
|
2022
Q4 | – | Sell |
-1,693
| Closed | -$363K | – | 347 |
|
|
2022
Q3 | $363K | Buy |
+1,693
| New | +$363K | 0.04% | 276 |
|
|
2022
Q2 | – | Sell |
-13,505
| Closed | -$4.05M | – | 308 |
|
|
2022
Q1 | $4.05M | Sell |
13,505
-3,259
| -19% | -$978K | 0.44% | 82 |
|
|
2021
Q4 | $4.98M | Buy |
16,764
+3,677
| +28% | +$1.09M | 0.56% | 52 |
|
|
2021
Q3 | $4.15M | Buy |
+13,087
| New | +$4.15M | 0.53% | 62 |
|