Farther Finance Advisors’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 | $3.74K | Sell |
11
-10
| -48% | -$3.4K | ﹤0.01% | 3466 |
|
|
2025
Q1 | $6.26K | Sell |
21
-1
| -5% | -$298 | ﹤0.01% | 2952 |
|
|
2024
Q4 | $7.89K | Buy |
22
+5
| +29% | +$1.79K | ﹤0.01% | 2475 |
|
|
2024
Q3 | $5.41K | Buy |
17
+7
| +70% | +$2.23K | ﹤0.01% | 2610 |
|
|
2024
Q2 | $2.52K | Buy |
10
+5
| +100% | +$1.26K | ﹤0.01% | 2695 |
|
|
2024
Q1 | $1.48K | Sell |
5
-2
| -29% | -$592 | ﹤0.01% | 2615 |
|
|
2023
Q4 | $2.31K | Buy |
7
+3
| +75% | +$988 | ﹤0.01% | 2377 |
|
|
2023
Q3 | $1.18K | Buy |
4
+2
| +100% | +$591 | ﹤0.01% | 2028 |
|
|
2023
Q2 | $608 | Buy |
+2
| New | +$608 | ﹤0.01% | 2101 |
|