Haverford Trust Company’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
Q2 | $303K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $486K | Hold |
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|
2023
Q2 | $500K | Buy |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $357K | Hold |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $410K | Sell |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $682K | Hold |
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|
2021
Q1 | $774K | Hold |
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|
2020
Q4 | $581K | Hold |
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|
2020
Q3 | $452K | Hold |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $366K | Hold |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $310K | Buy |
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