Focus Partners Wealth’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-51,411
| Closed | -$5.02M | – | 1900 |
|
|
2024
Q3 | $5.02M | Buy |
+51,411
| New | +$5.02M | 0.02% | 557 |
|
|
2024
Q2 | – | Sell |
-11,933
| Closed | -$3.59M | – | 1252 |
|
|
2024
Q1 | $3.59M | Buy |
11,933
+1,467
| +14% | +$441K | 0.03% | 381 |
|
|
2023
Q4 | $3.45M | Buy |
+10,466
| New | +$3.45M | 0.05% | 275 |
|