Geneos Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $16.2K | Sell |
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|
2025
Q1 | $37.3K | Buy |
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|
2024
Q4 | $12.5K | Hold |
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|
2024
Q3 | $11.1K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.71K | Hold |
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|
2023
Q4 | $2.96K | Hold |
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|
2023
Q3 | $2.66K | Hold |
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|
2023
Q2 | $2.74K | Hold |
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|
2023
Q1 | $2.06K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $16K | Sell |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $28K | Hold |
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|
2017
Q3 | $30K | Hold |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $21K | Sell |
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|
2016
Q4 | $28K | Hold |
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|
2016
Q3 | $27K | Buy |
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|
2016
Q2 | $18K | Hold |
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|
2016
Q1 | $21K | Buy |
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