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Financial Strategies Group’s Lithia Motors LAD Stock Holding History

Financial Strategies Group’s Portfolio LAD Stock Details LAD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$866K Buy
2,472
+298
+14% +$104K 0.18% 51
2025
Q1 		$632K Buy
2,174
+470
+28% +$137K 0.15% 59
2024
Q4 		$582K Buy
1,704
+73
+4% +$25K 0.14% 53
2024
Q3 		$503K Buy
+1,631
New +$503K 0.12% 56