Everence Capital Management’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Hold
2025
Q2
$220K Buy
2025
Q1
Sell
2024
Q4
$232K Buy
2020
Q3
Sell
2020
Q2
$547K Hold
2020
Q1
$371K Buy
2019
Q4
$413K Hold
2019
Q3
$372K Hold
2019
Q2
$334K Hold
2019
Q1
$261K Buy