HighTower Advisors’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 | $332K | Sell |
1,327
-281
| -17% | -$83.5K | ﹤0.01% | 3077 |
|
|
2025
Q4 | $534K | Sell |
1,608
-1,642
| -51% | -$521K | ﹤0.01% | 2562 |
|
|
2025
Q3 | $1.03M | Buy |
3,250
+1,858
| +133% | +$599K | ﹤0.01% | 2076 |
|
|
2025
Q2 | $470K | Sell |
1,392
-349
| -20% | -$108K | ﹤0.01% | 2575 |
|
|
2025
Q1 | $511K | Sell |
1,741
-589
| -25% | -$201K | ﹤0.01% | 2437 |
|
|
2024
Q4 | $833K | Buy |
2,330
+1,055
| +83% | +$372K | ﹤0.01% | 2095 |
|
|
2024
Q3 | $410K | Sell |
1,275
-148
| -10% | -$41.3K | ﹤0.01% | 2553 |
|
|
2024
Q2 | $379K | Sell |
1,423
-323
| -18% | -$84.5K | ﹤0.01% | 2529 |
|
|
2024
Q1 | $539K | Sell |
1,746
-23
| -1% | -$6.8K | ﹤0.01% | 2228 |
|
|
2023
Q4 | $581K | Buy |
1,769
+369
| +26% | +$101K | ﹤0.01% | 2214 |
|
|
2023
Q3 | $414K | Buy |
1,400
+288
| +26% | +$87.8K | ﹤0.01% | 2356 |
|
|
2023
Q2 | $343K | Buy |
+1,112
| New | +$266K | ﹤0.01% | 2469 |
|
|
2022
Q3 | – | Sell |
-874
| Closed | -$239K | – | 3282 |
|
|
2022
Q2 | $239K | Sell |
874
-5,672
| -87% | -$1.65M | ﹤0.01% | 2511 |
|
|
2022
Q1 | $1.97M | Buy |
6,546
+5,825
| +808% | +$1.82M | ﹤0.01% | 1381 |
|
|
2021
Q4 | $215K | Sell |
721
-146
| -17% | -$45.1K | ﹤0.01% | 2710 |
|
|
2021
Q3 | $276K | Buy |
867
+215
| +33% | +$74.9K | ﹤0.01% | 2471 |
|
|
2021
Q2 | $226K | Buy |
652
+82
| +14% | +$29.7K | ﹤0.01% | 2585 |
|
|
2021
Q1 | $223K | Buy |
+570
| New | +$205K | ﹤0.01% | 2516 |
|
|
2019
Q3 | – | Sell |
-18,820
| Closed | -$2.23M | – | 2484 |
|
|
2019
Q2 | $2.23M | Buy |
+18,820
| New | +$2.08M | 0.01% | 854 |
|
|
2016
Q3 | – | Sell |
-6,152
| Closed | -$442K | – | 1922 |
|
|
2016
Q2 | $442K | Sell |
6,152
-4,793
| -44% | -$384K | 0.01% | 1181 |
|
|
2016
Q1 | $948K | Buy |
10,945
+5,280
| +93% | +$454K | 0.01% | 1061 |
|
|
2015
Q4 | $606K | Sell |
5,665
-1,809
| -24% | -$208K | 0.01% | 1216 |
|
|
2015
Q3 | $804K | Buy |
7,474
+1,967
| +36% | +$221K | 0.01% | 984 |
|
|
2015
Q2 | $623K | Buy |
+5,507
| New | +$586K | 0.01% | 946 |
|
|
2014
Q4 | – | Sell |
-8,973
| Closed | -$679K | – | 1633 |
|
|
2014
Q3 | $679K | Sell |
8,973
-504
| -5% | -$44.6K | 0.01% | 913 |
|
|
2014
Q2 | $892K | Buy |
9,477
+759
| +9% | +$58K | 0.02% | 853 |
|
|
2014
Q1 | $579K | Buy |
8,718
+1,850
| +27% | +$116K | 0.01% | 929 |
|
|
2013
Q4 | $477K | Buy |
6,868
+2,020
| +42% | +$136K | 0.01% | 987 |
|
|
2013
Q3 | $353K | Sell |
4,848
-74
| -2% | -$4.84K | 0.01% | 966 |
|
|
2013
Q2 | $263K | Buy |
+4,922
| New | +$247K | 0.01% | 1037 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
