Federated Hermes’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $354K | Sell |
1,418
-532
| -27% | -$158K | ﹤0.01% | 1385 |
|
|
2025
Q4 | $648K | Sell |
1,950
-340
| -15% | -$108K | ﹤0.01% | 1240 |
|
|
2025
Q3 | $724K | Sell |
2,290
-140
| -6% | -$45.2K | ﹤0.01% | 1242 |
|
|
2025
Q2 | $821K | Buy |
2,430
+338
| +16% | +$105K | ﹤0.01% | 1204 |
|
|
2025
Q1 | $614K | Sell |
2,092
-111
| -5% | -$37.8K | ﹤0.01% | 1247 |
|
|
2024
Q4 | $787K | Sell |
2,203
-42
| -2% | -$14.8K | ﹤0.01% | 1186 |
|
|
2024
Q3 | $713K | Sell |
2,245
-77
| -3% | -$21.5K | ﹤0.01% | 1237 |
|
|
2024
Q2 | $586K | Sell |
2,322
-207
| -8% | -$54.2K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $761K | Sell |
2,529
-215
| -8% | -$63.6K | ﹤0.01% | 1229 |
|
|
2023
Q4 | $904K | Sell |
2,744
-373
| -12% | -$102K | ﹤0.01% | 1172 |
|
|
2023
Q3 | $921K | Sell |
3,117
-171
| -5% | -$52.1K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $1,000K | Buy |
3,288
+27
| +0.8% | +$6.47K | ﹤0.01% | 1140 |
|
|
2023
Q1 | $747K | Sell |
3,261
-72
| -2% | -$17.5K | ﹤0.01% | 1270 |
|
|
2022
Q4 | $682K | Sell |
3,333
-973
| -23% | -$208K | ﹤0.01% | 1256 |
|
|
2022
Q3 | $924K | Sell |
4,306
-555
| -11% | -$145K | ﹤0.01% | 1151 |
|
|
2022
Q2 | $1.34M | Sell |
4,861
-342
| -7% | -$99.7K | ﹤0.01% | 1039 |
|
|
2022
Q1 | $1.56M | Sell |
5,203
-338
| -6% | -$106K | ﹤0.01% | 1101 |
|
|
2021
Q4 | $1.65M | Sell |
5,541
-152
| -3% | -$47K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $1.8M | Sell |
5,693
-152
| -3% | -$52.9K | ﹤0.01% | 1076 |
|
|
2021
Q2 | $2.01M | Buy |
5,845
+352
| +6% | +$127K | ﹤0.01% | 1100 |
|
|
2021
Q1 | $2.14M | Sell |
5,493
-4,744
| -46% | -$1.7M | ﹤0.01% | 1085 |
|
|
2020
Q4 | $3M | Sell |
10,237
-2,091
| -17% | -$572K | 0.01% | 944 |
|
|
2020
Q3 | $2.81M | Sell |
12,328
-5,128
| -29% | -$1.15M | 0.01% | 885 |
|
|
2020
Q2 | $2.64M | Sell |
17,456
-80,774
| -82% | -$9.25M | 0.01% | 892 |
|
|
2020
Q1 | $8.03M | Sell |
98,230
-46,385
| -32% | -$5.6M | 0.02% | 525 |
|
|
2019
Q4 | $21.3M | Sell |
144,615
-31,246
| -18% | -$4.7M | 0.05% | 401 |
|
|
2019
Q3 | $23.3M | Buy |
175,861
+78,539
| +81% | +$10M | 0.06% | 330 |
|
|
2019
Q2 | $11.6M | Buy |
+97,322
| New | +$10.8M | 0.03% | 529 |
|
|
2017
Q2 | – | Sell |
-2
| Closed | -$1K | – | 2160 |
|
|
2017
Q1 | $1K | Sell |
2
-3,058
| -100% | -$296K | ﹤0.01% | 2075 |
|
|
2016
Q4 | $296K | Buy |
3,060
+3,058
| +152,900% | +$280K | ﹤0.01% | 1435 |
|
|
2016
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 2065 |
|
|
2016
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 2045 |
|
|
2016
Q1 | $1K | Buy |
+2
| New | +$172 | ﹤0.01% | 2028 |
|
|
2015
Q1 | – | Sell |
-2,100
| Closed | -$182K | – | 2041 |
|
|
2014
Q4 | $182K | Sell |
2,100
-19,855
| -90% | -$1.54M | ﹤0.01% | 1507 |
|
|
2014
Q3 | $1.66M | Sell |
21,955
-1,840
| -8% | -$163K | 0.01% | 1031 |
|
|
2014
Q2 | $2.24M | Sell |
23,795
-9,001
| -27% | -$688K | 0.01% | 915 |
|
|
2014
Q1 | $2.18M | Buy |
32,796
+1,118
| +4% | +$69.8K | 0.01% | 922 |
|
|
2013
Q4 | $2.2M | Buy |
31,678
+28,797
| +1,000% | +$1.93M | 0.01% | 889 |
|
|
2013
Q3 | $210K | Sell |
2,881
-3,867
| -57% | -$253K | ﹤0.01% | 1464 |
|
|
2013
Q2 | $360K | Buy |
+6,748
| New | +$339K | ﹤0.01% | 1361 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
