HighMark 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 | $5.74K | Sell |
17
-1
| -6% | -$338 | ﹤0.01% | 377 |
|
|
2025
Q1 | $5.28K | Sell |
18
-5
| -22% | -$1.47K | ﹤0.01% | 367 |
|
|
2024
Q4 | $8.22K | Buy |
23
+2
| +10% | +$715 | ﹤0.01% | 322 |
|
|
2024
Q3 | $6.67K | Buy |
21
+3
| +17% | +$953 | ﹤0.01% | 363 |
|
|
2024
Q2 | $4.54K | Hold |
18
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $5.42K | Sell |
18
-8
| -31% | -$2.41K | ﹤0.01% | 367 |
|
|
2023
Q4 | $8.56K | Buy |
26
+13
| +100% | +$4.28K | 0.01% | 287 |
|
|
2023
Q3 | $3.84K | Sell |
13
-1
| -7% | -$295 | ﹤0.01% | 387 |
|
|
2023
Q2 | $4.26K | Sell |
14
-4
| -22% | -$1.22K | ﹤0.01% | 379 |
|
|
2023
Q1 | $4.12K | Hold |
18
| – | – | ﹤0.01% | 428 |
|
|
2022
Q4 | $3.69K | Hold |
18
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 361 |
|
|
2022
Q2 | $5K | Sell |
18
-1
| -5% | -$278 | ﹤0.01% | 347 |
|
|
2022
Q1 | $6K | Buy |
+19
| New | +$6K | ﹤0.01% | 340 |
|