Forum Financial Management’s Lithia Motors LAD Stock Holding History

Forum Financial Management’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$310K	Buy
2025 Q2	$298K	Buy
2025 Q1	$202K	Buy
2024 Q4	$202K	Buy
2022 Q3	–	Sell
2022 Q2	$217K	Buy