FourThought Financial Partners’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 | $753K | Buy |
2,230
+222
| +11% | +$75K | 0.07% | 154 |
|
2025
Q1 | $589K | Buy |
2,008
+101
| +5% | +$29.6K | 0.06% | 168 |
|
2024
Q4 | $682K | Sell |
1,907
-46
| -2% | -$16.4K | 0.07% | 159 |
|
2024
Q3 | $620K | Buy |
1,953
+41
| +2% | +$13K | 0.07% | 130 |
|
2024
Q2 | $483K | Buy |
1,912
+112
| +6% | +$28.3K | 0.06% | 141 |
|
2024
Q1 | $541K | Buy |
1,800
+191
| +12% | +$57.5K | 0.06% | 193 |
|
2023
Q4 | $530K | Buy |
1,609
+37
| +2% | +$12.2K | 0.07% | 193 |
|
2023
Q3 | $464K | Sell |
1,572
-168
| -10% | -$49.6K | 0.06% | 195 |
|
2023
Q2 | $529K | Buy |
1,740
+375
| +27% | +$114K | 0.07% | 184 |
|
2023
Q1 | $313K | Sell |
1,365
-16
| -1% | -$3.66K | 0.04% | 243 |
|
2022
Q4 | $283K | Buy |
+1,381
| New | +$283K | 0.04% | 259 |
|