Envestnet Asset Management’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 | $9.34M | Buy |
27,656
+792
| +3% | +$268K | ﹤0.01% | 1777 |
|
|
2025
Q1 | $7.89M | Sell |
26,864
-1,110
| -4% | -$326K | ﹤0.01% | 1819 |
|
|
2024
Q4 | $10M | Buy |
27,974
+1,013
| +4% | +$362K | ﹤0.01% | 1644 |
|
|
2024
Q3 | $8.56M | Sell |
26,961
-9,571
| -26% | -$3.04M | ﹤0.01% | 1748 |
|
|
2024
Q2 | $9.22M | Sell |
36,532
-12,372
| -25% | -$3.12M | ﹤0.01% | 1617 |
|
|
2024
Q1 | $14.7M | Sell |
48,904
-12,935
| -21% | -$3.89M | 0.01% | 1284 |
|
|
2023
Q4 | $20.4M | Buy |
61,839
+1,008
| +2% | +$332K | 0.01% | 1028 |
|
|
2023
Q3 | $18M | Buy |
60,831
+24,561
| +68% | +$7.25M | 0.01% | 1029 |
|
|
2023
Q2 | $11M | Sell |
36,270
-102,807
| -74% | -$31.3M | ﹤0.01% | 1247 |
|
|
2023
Q1 | $8.2M | Buy |
139,077
+105,614
| +316% | +$6.23M | ﹤0.01% | 1352 |
|
|
2022
Q4 | $6.85M | Sell |
33,463
-1,400
| -4% | -$287K | ﹤0.01% | 1423 |
|
|
2022
Q3 | $7.48M | Sell |
34,863
-698
| -2% | -$150K | ﹤0.01% | 1284 |
|
|
2022
Q2 | $9.77M | Buy |
35,561
+992
| +3% | +$273K | 0.01% | 1153 |
|
|
2022
Q1 | $10.4M | Buy |
34,569
+1,865
| +6% | +$560K | 0.01% | 1185 |
|
|
2021
Q4 | $9.71M | Sell |
32,704
-419
| -1% | -$124K | ﹤0.01% | 1197 |
|
|
2021
Q3 | $10.5M | Buy |
33,123
+4,876
| +17% | +$1.55M | 0.01% | 1119 |
|
|
2021
Q2 | $9.71M | Buy |
28,247
+861
| +3% | +$296K | 0.01% | 1146 |
|
|
2021
Q1 | $10.7M | Sell |
27,386
-471
| -2% | -$184K | 0.01% | 1002 |
|
|
2020
Q4 | $8.15M | Buy |
27,857
+2,749
| +11% | +$805K | 0.01% | 1015 |
|
|
2020
Q3 | $5.72M | Sell |
25,108
-1,187
| -5% | -$271K | 0.01% | 1094 |
|
|
2020
Q2 | $3.98M | Buy |
26,295
+3
| +0% | +$454 | ﹤0.01% | 1238 |
|
|
2020
Q1 | $2.15M | Buy |
26,292
+520
| +2% | +$42.5K | ﹤0.01% | 1386 |
|
|
2019
Q4 | $3.79M | Buy |
25,772
+259
| +1% | +$38.1K | ﹤0.01% | 1285 |
|
|
2019
Q3 | $3.38M | Sell |
25,513
-745
| -3% | -$98.6K | ﹤0.01% | 1257 |
|
|
2019
Q2 | $3.12M | Buy |
26,258
+3,239
| +14% | +$385K | ﹤0.01% | 1305 |
|
|
2019
Q1 | $2.14M | Buy |
23,019
+6,344
| +38% | +$588K | ﹤0.01% | 1438 |
|
|
2018
Q4 | $1.27M | Buy |
16,675
+8,466
| +103% | +$646K | ﹤0.01% | 1579 |
|
|
2018
Q3 | $670K | Sell |
8,209
-9,950
| -55% | -$812K | ﹤0.01% | 856 |
|
|
2018
Q2 | $1.72M | Buy |
18,159
+5,943
| +49% | +$562K | ﹤0.01% | 857 |
|
|
2018
Q1 | $1.22M | Sell |
12,216
-8,972
| -42% | -$899K | ﹤0.01% | 878 |
|
|
2017
Q4 | $2.41M | Buy |
21,188
+560
| +3% | +$63.6K | 0.01% | 872 |
|
|
2017
Q3 | $2.48M | Sell |
20,628
-6,934
| -25% | -$834K | 0.01% | 804 |
|
|
2017
Q2 | $2.6M | Buy |
27,562
+7,722
| +39% | +$728K | 0.01% | 815 |
|
|
2017
Q1 | $1.7M | Buy |
19,840
+1,605
| +9% | +$137K | 0.01% | 1009 |
|
|
2016
Q4 | $1.77M | Buy |
18,235
+8,342
| +84% | +$808K | 0.01% | 982 |
|
|
2016
Q3 | $945K | Sell |
9,893
-4,099
| -29% | -$392K | ﹤0.01% | 1267 |
|
|
2016
Q2 | $994K | Sell |
13,992
-1,732
| -11% | -$123K | ﹤0.01% | 1340 |
|
|
2016
Q1 | $1.37M | Buy |
15,724
+3,746
| +31% | +$327K | 0.01% | 1161 |
|
|
2015
Q4 | $1.28M | Buy |
11,978
+173
| +1% | +$18.5K | 0.01% | 1167 |
|
|
2015
Q3 | $1.28M | Sell |
11,805
-511
| -4% | -$55.2K | 0.01% | 1160 |
|
|
2015
Q2 | $1.39M | Sell |
12,316
-290
| -2% | -$32.8K | 0.01% | 1245 |
|
|
2015
Q1 | $1.25M | Buy |
12,606
+12,297
| +3,980% | +$1.22M | 0.01% | 1196 |
|
|
2014
Q4 | $27K | Sell |
309
-4,916
| -94% | -$430K | ﹤0.01% | 1644 |
|
|
2014
Q3 | $395K | Buy |
5,225
+4,629
| +777% | +$350K | ﹤0.01% | 846 |
|
|
2014
Q2 | $56K | Buy |
596
+136
| +30% | +$12.8K | ﹤0.01% | 1393 |
|
|
2014
Q1 | $31K | Sell |
460
-132
| -22% | -$8.9K | ﹤0.01% | 1526 |
|
|
2013
Q4 | $41K | Sell |
592
-9
| -1% | -$623 | ﹤0.01% | 1277 |
|
|
2013
Q3 | $44K | Buy |
601
+77
| +15% | +$5.64K | ﹤0.01% | 1234 |
|
|
2013
Q2 | $28K | Buy |
+524
| New | +$28K | ﹤0.01% | 1335 |
|