Harfst & Associates’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 | $6.14M | Sell |
24,574
-1,245
| -5% | -$370K | 1.1% | 13 |
|
|
2025
Q4 | $8.58M | Sell |
25,819
-2,144
| -8% | -$681K | 1.55% | 11 |
|
|
2025
Q3 | $8.84M | Hold |
27,963
| – | – | 1.63% | 9 |
|
|
2025
Q2 | $9.45M | Sell |
27,963
-645
| -2% | -$200K | 1.95% | 7 |
|
|
2025
Q1 | $8.4M | Sell |
28,608
-1,715
| -6% | -$584K | 1.94% | 7 |
|
|
2024
Q4 | $10.8M | Sell |
30,323
-4,463
| -13% | -$1.57M | 2.26% | 6 |
|
|
2024
Q3 | $11M | Buy |
34,786
+27,726
| +393% | +$7.73M | 2.48% | 6 |
|
|
2024
Q2 | $1.78M | Sell |
7,060
-2,743
| -28% | -$718K | 0.42% | 44 |
|
|
2024
Q1 | $2.95M | Sell |
9,803
-1,110
| -10% | -$328K | 0.7% | 19 |
|
|
2023
Q4 | $3.59M | Hold |
10,913
| – | – | 0.95% | 13 |
|
|
2023
Q3 | $3.22M | Hold |
10,913
| – | – | 0.9% | 15 |
|
|
2023
Q2 | $3.32M | Sell |
10,913
-1,370
| -11% | -$328K | 0.88% | 14 |
|
|
2023
Q1 | $2.81M | Hold |
12,283
| – | – | 0.81% | 15 |
|
|
2022
Q4 | $2.51M | Buy |
12,283
+1
| +0% | +$214 | 0.73% | 17 |
|
|
2022
Q3 | $2.63M | Buy |
12,282
+392
| +3% | +$102K | 0.79% | 14 |
|
|
2022
Q2 | $3.27M | Buy |
11,890
+256
| +2% | +$74.6K | 0.93% | 12 |
|
|
2022
Q1 | $3.49M | Buy |
11,634
+372
| +3% | +$116K | 0.81% | 13 |
|
|
2021
Q4 | $3.34M | Buy |
11,262
+25
| +0.2% | +$7.72K | 0.85% | 13 |
|
|
2021
Q3 | $3.56M | Sell |
11,237
-195
| -2% | -$67.9K | 0.98% | 12 |
|
|
2021
Q2 | $3.93M | Buy |
11,432
+1,580
| +16% | +$571K | 1.14% | 11 |
|
|
2021
Q1 | $3.84M | Buy |
9,852
+1,404
| +17% | +$504K | 1.16% | 9 |
|
|
2020
Q4 | $2.47M | Buy |
8,448
+200
| +2% | +$54.7K | 0.91% | 12 |
|
|
2020
Q3 | $1.88M | Sell |
8,248
-350
| -4% | -$78.7K | 0.8% | 13 |
|
|
2020
Q2 | $1.3M | Buy |
8,598
+430
| +5% | +$49.2K | 0.56% | 19 |
|
|
2020
Q1 | $668K | Buy |
8,168
+2,970
| +57% | +$358K | 0.34% | 40 |
|
|
2019
Q4 | $764K | Hold |
5,198
| – | – | 0.29% | 48 |
|
|
2019
Q3 | $688K | Hold |
5,198
| – | – | 0.28% | 49 |
|
|
2019
Q2 | $617K | Buy |
5,198
+1,025
| +25% | +$113K | 0.25% | 58 |
|
|
2019
Q1 | $387K | Buy |
4,173
+138
| +3% | +$12K | 0.17% | 71 |
|
|
2018
Q4 | $307K | Buy |
4,035
+105
| +3% | +$8.3K | 0.15% | 70 |
|
|
2018
Q3 | $320K | Hold |
3,930
| – | – | 0.14% | 65 |
|
|
2018
Q2 | $371K | Buy |
3,930
+170
| +5% | +$16.8K | 0.16% | 59 |
|
|
2018
Q1 | $377K | Hold |
3,760
| – | – | 0.15% | 60 |
|
|
2017
Q4 | $427K | Hold |
3,760
| – | – | 0.17% | 44 |
|
|
2017
Q3 | $452K | Hold |
3,760
| – | – | 0.19% | 39 |
|
|
2017
Q2 | $354K | Hold |
3,760
| – | – | 0.14% | 54 |
|
|
2017
Q1 | $322K | Hold |
3,760
| – | – | 0.14% | 42 |
|
|
2016
Q4 | $364K | Hold |
3,760
| – | – | 0.18% | 37 |
|
|
2016
Q3 | $359K | Hold |
3,760
| – | – | 0.19% | 44 |
|
|
2016
Q2 | $267K | Buy |
3,760
+240
| +7% | +$19.2K | 0.11% | 90 |
|
|
2016
Q1 | $307K | Buy |
3,520
+2,585
| +276% | +$222K | 0.2% | 53 |
|
|
2015
Q4 | $99K | Buy |
935
+300
| +47% | +$34.5K | 0.04% | 142 |
|
|
2015
Q3 | $69K | Buy |
635
+35
| +6% | +$3.93K | 0.03% | 164 |
|
|
2015
Q2 | $68K | Buy |
+600
| New | +$63.9K | 0.04% | 154 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
