Ethic Inc’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 | $285K | Sell |
848
-164
| -16% | -$55K | 0.01% | 1001 |
|
|
2025
Q1 | $300K | Buy |
1,012
+90
| +10% | +$26.7K | 0.01% | 936 |
|
|
2024
Q4 | $330K | Sell |
922
-25
| -3% | -$8.94K | 0.01% | 919 |
|
|
2024
Q3 | $285K | Buy |
947
+113
| +14% | +$34K | 0.01% | 897 |
|
|
2024
Q2 | $211K | Sell |
834
-113
| -12% | -$28.5K | ﹤0.01% | 1016 |
|
|
2024
Q1 | $285K | Buy |
947
+9
| +1% | +$2.71K | 0.01% | 895 |
|
|
2023
Q4 | $309K | Sell |
938
-462
| -33% | -$152K | 0.01% | 865 |
|
|
2023
Q3 | $413K | Buy |
1,400
+257
| +22% | +$75.9K | 0.01% | 736 |
|
|
2023
Q2 | $348K | Sell |
1,143
-267
| -19% | -$81.2K | 0.01% | 748 |
|
|
2023
Q1 | $323K | Buy |
+1,410
| New | +$323K | 0.01% | 772 |
|