Franklin Resources’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.7M | Sell |
70,730
-21,649
| -23% | -$6.43M | ﹤0.01% | 1040 |
|
|
2025
Q4 | $30.7M | Sell |
92,379
-22,456
| -20% | -$7.13M | 0.01% | 813 |
|
|
2025
Q3 | $36.3M | Buy |
114,835
+9,069
| +9% | +$2.93M | 0.01% | 745 |
|
|
2025
Q2 | $35.7M | Buy |
105,766
+10,641
| +11% | +$3.29M | 0.01% | 736 |
|
|
2025
Q1 | $27.9M | Buy |
95,125
+2,296
| +2% | +$782K | 0.01% | 802 |
|
|
2024
Q4 | $33.2M | Sell |
92,829
-3,070
| -3% | -$1.08M | 0.01% | 751 |
|
|
2024
Q3 | $29.6M | Buy |
95,899
+2,261
| +2% | +$630K | 0.01% | 762 |
|
|
2024
Q2 | $23.6M | Sell |
93,638
-1,867
| -2% | -$489K | 0.01% | 797 |
|
|
2024
Q1 | $28.7M | Sell |
95,505
-5,159
| -5% | -$1.52M | 0.01% | 751 |
|
|
2023
Q4 | $33.1M | Buy |
100,664
+25,523
| +34% | +$7M | 0.02% | 626 |
|
|
2023
Q3 | $22.2M | Sell |
75,141
-101,135
| -57% | -$30.8M | 0.01% | 716 |
|
|
2023
Q2 | $53.6M | Buy |
176,276
+22,354
| +15% | +$5.35M | 0.03% | 505 |
|
|
2023
Q1 | $35.2M | Buy |
153,922
+101,859
| +196% | +$24.8M | 0.02% | 631 |
|
|
2022
Q4 | $10.7M | Sell |
52,063
-14,538
| -22% | -$3.11M | 0.01% | 933 |
|
|
2022
Q3 | $14.3M | Buy |
66,601
+2,821
| +4% | +$737K | 0.01% | 854 |
|
|
2022
Q2 | $17.5M | Buy |
63,780
+3,864
| +6% | +$1.13M | 0.01% | 820 |
|
|
2022
Q1 | $18M | Sell |
59,916
-42,227
| -41% | -$13.2M | 0.01% | 879 |
|
|
2021
Q4 | $30.3M | Sell |
102,143
-19,035
| -16% | -$5.88M | 0.01% | 782 |
|
|
2021
Q3 | $38.4M | Sell |
121,178
-35,430
| -23% | -$12.3M | 0.01% | 731 |
|
|
2021
Q2 | $53.8M | Sell |
156,608
-727
| -0.5% | -$263K | 0.02% | 628 |
|
|
2021
Q1 | $61.4M | Sell |
157,335
-16,188
| -9% | -$5.82M | 0.03% | 556 |
|
|
2020
Q4 | $50.8M | Sell |
173,523
-1,692
| -1% | -$463K | 0.02% | 586 |
|
|
2020
Q3 | $39.9M | Sell |
175,215
-1,210
| -0.7% | -$272K | 0.02% | 613 |
|
|
2020
Q2 | $37.2M | Buy |
176,425
+4,426
| +3% | +$507K | 0.02% | 608 |
|
|
2020
Q1 | $14.1M | Buy |
171,999
+20,656
| +14% | +$2.49M | 0.01% | 747 |
|
|
2019
Q4 | $22.2M | Sell |
151,343
-108,694
| -42% | -$16.3M | 0.01% | 741 |
|
|
2019
Q3 | $34.4M | Sell |
260,037
-48,539
| -16% | -$6.2M | 0.02% | 614 |
|
|
2019
Q2 | $36.7M | Sell |
308,576
-29,544
| -9% | -$3.27M | 0.02% | 620 |
|
|
2019
Q1 | $31.4M | Buy |
338,120
+1,068
| +0.3% | +$92.9K | 0.02% | 630 |
|
|
2018
Q4 | $25.7M | Buy |
337,052
+31,577
| +10% | +$2.5M | 0.02% | 641 |
|
|
2018
Q3 | $24.9M | Buy |
305,475
+42,122
| +16% | +$3.71M | 0.01% | 714 |
|
|
2018
Q2 | $24.9M | Buy |
263,353
+100
| +0% | +$9.9K | 0.01% | 709 |
|
|
2018
Q1 | $26.5M | Sell |
263,253
-7,907
| -3% | -$895K | 0.01% | 702 |
|
|
2017
Q4 | $30.8M | Sell |
271,160
-15,385
| -5% | -$1.79M | 0.01% | 681 |
|
|
2017
Q3 | $34.5M | Sell |
286,545
-25,914
| -8% | -$2.71M | 0.02% | 638 |
|
|
2017
Q2 | $29.4M | Sell |
312,459
-42,643
| -12% | -$3.85M | 0.01% | 689 |
|
|
2017
Q1 | $30.4M | Sell |
355,102
-438
| -0.1% | -$42.5K | 0.02% | 669 |
|
|
2016
Q4 | $34.4M | Buy |
355,540
+35,967
| +11% | +$3.3M | 0.02% | 638 |
|
|
2016
Q3 | $30.5M | Sell |
319,573
-92,634
| -22% | -$7.79M | 0.02% | 689 |
|
|
2016
Q2 | $29.3M | Buy |
+412,207
| New | +$33M | 0.02% | 688 |
|
|
2015
Q3 | – | Sell |
-305,191
| Closed | -$34.5M | – | 1602 |
|
|
2015
Q2 | $34.5M | Sell |
305,191
-106,176
| -26% | -$11.3M | 0.02% | 735 |
|
|
2015
Q1 | $40.9M | Buy |
411,367
+3,261
| +0.8% | +$293K | 0.02% | 673 |
|
|
2014
Q4 | $35.4M | Sell |
408,106
-54,147
| -12% | -$4.19M | 0.02% | 720 |
|
|
2014
Q3 | $35M | Sell |
462,253
-178,095
| -28% | -$15.8M | 0.02% | 708 |
|
|
2014
Q2 | $60.2M | Sell |
640,348
-19,241
| -3% | -$1.47M | 0.03% | 534 |
|
|
2014
Q1 | $43.8M | Buy |
659,589
+228,312
| +53% | +$14.3M | 0.02% | 622 |
|
|
2013
Q4 | $29.9M | Buy |
431,277
+163,523
| +61% | +$11M | 0.01% | 699 |
|
|
2013
Q3 | $19.5M | Buy |
267,754
+32,772
| +14% | +$2.14M | 0.01% | 810 |
|
|
2013
Q2 | $12.5M | Buy |
+234,982
| New | +$11.8M | 0.01% | 880 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
