Geneos Wealth 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 | $16.2K | Sell |
48
-79
| -62% | -$26.7K | ﹤0.01% | 2126 |
|
|
2025
Q1 | $37.3K | Buy |
127
+92
| +263% | +$27K | ﹤0.01% | 2058 |
|
|
2024
Q4 | $12.5K | Hold |
35
| – | – | ﹤0.01% | 1959 |
|
|
2024
Q3 | $11.1K | Buy |
+35
| New | +$11.1K | ﹤0.01% | 1798 |
|
|
2024
Q2 | – | Sell |
-9
| Closed | -$2.71K | – | 2130 |
|
|
2024
Q1 | $2.71K | Hold |
9
| – | – | ﹤0.01% | 1840 |
|
|
2023
Q4 | $2.96K | Hold |
9
| – | – | ﹤0.01% | 1850 |
|
|
2023
Q3 | $2.66K | Hold |
9
| – | – | ﹤0.01% | 1885 |
|
|
2023
Q2 | $2.74K | Hold |
9
| – | – | ﹤0.01% | 1881 |
|
|
2023
Q1 | $2.06K | Buy |
+9
| New | +$2.06K | ﹤0.01% | 1896 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$41K | – | 2325 |
|
|
2022
Q2 | $41K | Hold |
150
| – | – | ﹤0.01% | 1372 |
|
|
2022
Q1 | $45K | Hold |
150
| – | – | ﹤0.01% | 1436 |
|
|
2021
Q4 | $44K | Buy |
150
+121
| +417% | +$35.5K | ﹤0.01% | 1534 |
|
|
2021
Q3 | $9K | Hold |
29
| – | – | ﹤0.01% | 2259 |
|
|
2021
Q2 | $10K | Sell |
29
-13
| -31% | -$4.48K | ﹤0.01% | 2202 |
|
|
2021
Q1 | $16K | Sell |
42
-6
| -13% | -$2.29K | ﹤0.01% | 2178 |
|
|
2020
Q4 | $13K | Buy |
+48
| New | +$13K | ﹤0.01% | 2113 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$37K | – | 2552 |
|
|
2019
Q4 | $37K | Hold |
250
| – | – | ﹤0.01% | 1410 |
|
|
2019
Q3 | $32K | Hold |
250
| – | – | ﹤0.01% | 1392 |
|
|
2019
Q2 | $29K | Hold |
250
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q1 | $23K | Hold |
250
| – | – | ﹤0.01% | 1503 |
|
|
2018
Q4 | $18K | Hold |
250
| – | – | ﹤0.01% | 1546 |
|
|
2018
Q3 | $20K | Hold |
250
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q2 | $23K | Hold |
250
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q1 | $25K | Hold |
250
| – | – | ﹤0.01% | 1302 |
|
|
2017
Q4 | $28K | Hold |
250
| – | – | ﹤0.01% | 1261 |
|
|
2017
Q3 | $30K | Hold |
250
| – | – | ﹤0.01% | 1170 |
|
|
2017
Q2 | $23K | Hold |
250
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q1 | $21K | Sell |
250
-40
| -14% | -$3.36K | ﹤0.01% | 1217 |
|
|
2016
Q4 | $28K | Hold |
290
| – | – | ﹤0.01% | 1046 |
|
|
2016
Q3 | $27K | Buy |
290
+40
| +16% | +$3.72K | ﹤0.01% | 1024 |
|
|
2016
Q2 | $18K | Hold |
250
| – | – | ﹤0.01% | 1147 |
|
|
2016
Q1 | $21K | Buy |
+250
| New | +$21K | ﹤0.01% | 1079 |
|