EverSource Wealth Advisors’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
821
+273
| +50% | +$92.2K | 0.01% | 706 |
|
|
2025
Q1 | $161K | Buy |
548
+47
| +9% | +$13.8K | 0.01% | 740 |
|
|
2024
Q4 | $179K | Buy |
501
+92
| +22% | +$32.9K | 0.01% | 693 |
|
|
2024
Q3 | $130K | Sell |
409
-61
| -13% | -$19.4K | 0.01% | 705 |
|
|
2024
Q2 | $130K | Sell |
470
-84
| -15% | -$23.2K | 0.01% | 709 |
|
|
2024
Q1 | $141K | Buy |
554
+65
| +13% | +$16.5K | 0.01% | 594 |
|
|
2023
Q4 | $161K | Buy |
489
+109
| +29% | +$35.9K | 0.01% | 491 |
|
|
2023
Q3 | $112K | Buy |
380
+130
| +52% | +$38.4K | 0.01% | 534 |
|
|
2023
Q2 | $76K | Buy |
250
+237
| +1,823% | +$72.1K | 0.01% | 677 |
|
|
2023
Q1 | $2.98K | Buy |
+13
| New | +$2.98K | ﹤0.01% | 1818 |
|