GI
LAD icon

GAMMA Investing’s Lithia Motors LAD Stock Holding History

GAMMA Investing’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
2026
Q2 		$50.3K Buy
173
+42
+32% +$11.9K ﹤0.01% 2291
2026
Q1 		$32.7K Sell
131
-272
-67% -$80.8K ﹤0.01% 2451
2025
Q4 		$134K Buy
403
+34
+9% +$10.8K 0.01% 1355
2025
Q3 		$117K Sell
369
-76
-17% -$24.5K 0.01% 1387
2025
Q2 		$150K Buy
445
+193
+77% +$59.7K 0.01% 1112
2025
Q1 		$74K Buy
252
+85
+51% +$28.9K 0.01% 1496
2024
Q4 		$59.7K Buy
167
+39
+30% +$13.7K 0.01% 1520
2024
Q3 		$40.7K Buy
128
+12
+10% +$3.35K ﹤0.01% 1641
2024
Q2 		$29.3K Buy
116
+2
+2% +$524 ﹤0.01% 1598
2024
Q1 		$34.3K Sell
114
-36
-24% -$10.6K 0.01% 1279
2023
Q4 		$44.2K Buy
+150
New +$41.2K 0.01% 964

Other funds holding LAD

RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return