HighTower Advisors’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 | $470K | Sell |
1,392
-349
| -20% | -$118K | ﹤0.01% | 2566 |
|
|
2025
Q1 | $511K | Sell |
1,741
-589
| -25% | -$173K | ﹤0.01% | 2425 |
|
|
2024
Q4 | $833K | Buy |
2,330
+1,055
| +83% | +$377K | ﹤0.01% | 2087 |
|
|
2024
Q3 | $410K | Sell |
1,275
-148
| -10% | -$47.6K | ﹤0.01% | 2549 |
|
|
2024
Q2 | $379K | Sell |
1,423
-323
| -18% | -$86K | ﹤0.01% | 2518 |
|
|
2024
Q1 | $539K | Sell |
1,746
-23
| -1% | -$7.1K | ﹤0.01% | 2221 |
|
|
2023
Q4 | $581K | Buy |
1,769
+369
| +26% | +$121K | ﹤0.01% | 2199 |
|
|
2023
Q3 | $414K | Buy |
1,400
+288
| +26% | +$85.2K | ﹤0.01% | 2346 |
|
|
2023
Q2 | $343K | Buy |
+1,112
| New | +$343K | ﹤0.01% | 2461 |
|
|
2022
Q3 | – | Sell |
-874
| Closed | -$239K | – | 3020 |
|
|
2022
Q2 | $239K | Sell |
874
-5,672
| -87% | -$1.55M | ﹤0.01% | 2490 |
|
|
2022
Q1 | $1.97M | Buy |
6,546
+5,825
| +808% | +$1.75M | ﹤0.01% | 1379 |
|
|
2021
Q4 | $215K | Sell |
721
-146
| -17% | -$43.5K | ﹤0.01% | 2690 |
|
|
2021
Q3 | $276K | Buy |
867
+215
| +33% | +$68.4K | ﹤0.01% | 2460 |
|
|
2021
Q2 | $226K | Buy |
652
+82
| +14% | +$28.4K | ﹤0.01% | 2574 |
|
|
2021
Q1 | $223K | Buy |
+570
| New | +$223K | ﹤0.01% | 2505 |
|
|
2019
Q3 | – | Sell |
-18,820
| Closed | -$2.23M | – | 2318 |
|
|
2019
Q2 | $2.23M | Buy |
+18,820
| New | +$2.23M | 0.01% | 854 |
|
|
2016
Q3 | – | Sell |
-6,152
| Closed | -$442K | – | 1892 |
|
|
2016
Q2 | $442K | Sell |
6,152
-4,793
| -44% | -$344K | 0.01% | 1180 |
|
|
2016
Q1 | $948K | Buy |
10,945
+5,280
| +93% | +$457K | ﹤0.01% | 1003 |
|
|
2015
Q4 | $606K | Sell |
5,665
-1,809
| -24% | -$194K | 0.01% | 1214 |
|
|
2015
Q3 | $804K | Buy |
7,474
+1,967
| +36% | +$212K | 0.01% | 984 |
|
|
2015
Q2 | $623K | Buy |
+5,507
| New | +$623K | 0.01% | 946 |
|
|
2014
Q4 | – | Sell |
-8,973
| Closed | -$679K | – | 1633 |
|
|
2014
Q3 | $679K | Sell |
8,973
-504
| -5% | -$38.1K | 0.01% | 913 |
|
|
2014
Q2 | $892K | Buy |
9,477
+759
| +9% | +$71.4K | 0.02% | 850 |
|
|
2014
Q1 | $579K | Buy |
8,718
+1,850
| +27% | +$123K | 0.01% | 927 |
|
|
2013
Q4 | $477K | Buy |
6,868
+2,020
| +42% | +$140K | 0.01% | 982 |
|
|
2013
Q3 | $353K | Sell |
4,848
-74
| -2% | -$5.39K | 0.01% | 952 |
|
|
2013
Q2 | $263K | Buy |
+4,922
| New | +$263K | 0.01% | 1036 |
|