Envestnet Portfolio Solutions’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 | $1.15M | Buy |
3,390
+2,369
| +232% | +$800K | ﹤0.01% | 742 |
|
|
2025
Q1 | $300K | Sell |
1,021
-796
| -44% | -$234K | ﹤0.01% | 1289 |
|
|
2024
Q4 | $649K | Buy |
1,817
+191
| +12% | +$68.3K | ﹤0.01% | 1107 |
|
|
2024
Q3 | $516K | Buy |
1,626
+39
| +2% | +$12.4K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $401K | Buy |
1,587
+213
| +16% | +$53.8K | ﹤0.01% | 1226 |
|
|
2024
Q1 | $413K | Sell |
1,374
-719
| -34% | -$216K | ﹤0.01% | 1194 |
|
|
2023
Q4 | $689K | Sell |
2,093
-62
| -3% | -$20.4K | ﹤0.01% | 918 |
|
|
2023
Q3 | $637K | Buy |
+2,155
| New | +$637K | ﹤0.01% | 894 |
|