Ethos Financial Group’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	–	Sell	-892	Closed	-$319K	–	502
2025 Q1	$319K	Hold	892	–	–	0.03%	312
2024 Q4	$319K	Buy	892 +12	+1%	+$4.29K	0.04%	213
2024 Q3	$280K	Buy	+880	New	+$280K	0.05%	218