Forum Financial Management’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	$298K	Buy	881 +192	+28%	+$64.9K	﹤0.01%	672
2025 Q1	$202K	Buy	689 +125	+22%	+$36.7K	﹤0.01%	814
2024 Q4	$202K	Buy	+564	New	+$202K	﹤0.01%	849
2022 Q3	–	Sell	-788	Closed	-$217K	–	578
2022 Q2	$217K	Buy	+788	New	+$217K	0.01%	482