Everence Capital 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 | $220K | Buy |
+650
| New | +$220K | 0.01% | 724 |
|
|
2025
Q1 | – | Sell |
-650
| Closed | -$232K | – | 816 |
|
|
2024
Q4 | $232K | Buy |
+650
| New | +$232K | 0.02% | 715 |
|
|
2020
Q3 | – | Sell |
-4,540
| Closed | -$547K | – | 713 |
|
|
2020
Q2 | $547K | Hold |
4,540
| – | – | 0.06% | 264 |
|
|
2020
Q1 | $371K | Buy |
4,540
+1,730
| +62% | +$141K | 0.05% | 322 |
|
|
2019
Q4 | $413K | Hold |
2,810
| – | – | 0.06% | 352 |
|
|
2019
Q3 | $372K | Hold |
2,810
| – | – | 0.06% | 354 |
|
|
2019
Q2 | $334K | Hold |
2,810
| – | – | 0.06% | 395 |
|
|
2019
Q1 | $261K | Buy |
+2,810
| New | +$261K | 0.05% | 459 |
|