IFP 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 | $523K | Sell |
2,096
-38
| -2% | -$11.3K | 0.01% | 942 |
|
|
2025
Q4 | $709K | Sell |
2,134
-62
| -3% | -$19.7K | 0.02% | 793 |
|
|
2025
Q3 | $694K | Buy |
2,196
+19
| +0.9% | +$6.13K | 0.02% | 742 |
|
|
2025
Q2 | $748K | Sell |
2,177
-14
| -0.6% | -$4.33K | 0.02% | 678 |
|
|
2025
Q1 | $645K | Sell |
2,191
-15
| -0.7% | -$5.11K | 0.02% | 697 |
|
|
2024
Q4 | $791K | Sell |
2,206
-744
| -25% | -$262K | 0.03% | 584 |
|
|
2024
Q3 | $937K | Sell |
2,950
-49
| -2% | -$13.7K | 0.03% | 496 |
|
|
2024
Q2 | $757K | Sell |
2,999
-8
| -0.3% | -$2.09K | 0.03% | 520 |
|
|
2024
Q1 | $905K | Buy |
3,007
+263
| +10% | +$77.7K | 0.04% | 429 |
|
|
2023
Q4 | $904K | Buy |
2,744
+125
| +5% | +$34.3K | 0.04% | 409 |
|
|
2023
Q3 | $774K | Sell |
2,619
-25
| -0.9% | -$7.62K | 0.03% | 465 |
|
|
2023
Q2 | $804K | Buy |
2,644
+123
| +5% | +$29.5K | 0.03% | 494 |
|
|
2023
Q1 | $246K | Buy |
2,521
+1,604
| +175% | +$390K | 0.01% | 864 |
|
|
2022
Q4 | $130K | Sell |
917
-17
| -2% | -$3.63K | ﹤0.01% | 1596 |
|
|
2022
Q3 | $145K | Buy |
934
+354
| +61% | +$92.5K | ﹤0.01% | 1610 |
|
|
2022
Q2 | $76K | Hold |
580
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q1 | $76K | Buy |
580
+90
| +18% | +$28.1K | ﹤0.01% | 1875 |
|
|
2021
Q4 | $145K | Hold |
490
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q3 | $156K | Buy |
490
+165
| +51% | +$57.4K | ﹤0.01% | 1084 |
|
|
2021
Q2 | $107K | Sell |
325
-8
| -2% | -$2.89K | ﹤0.01% | 1208 |
|
|
2021
Q1 | $131K | Buy |
333
+111
| +50% | +$39.9K | ﹤0.01% | 1039 |
|
|
2020
Q4 | $66K | Buy |
+222
| New | +$60.7K | ﹤0.01% | 1325 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3462 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3311 |
|
|
2020
Q1 | – | Sell |
-434
| Closed | -$52.4K | – | 3285 |
|
|
2019
Q4 | $63K | Buy |
434
+118
| +37% | +$17.7K | ﹤0.01% | 1168 |
|
|
2019
Q3 | $41K | Buy |
+316
| New | +$40.4K | ﹤0.01% | 1460 |
|
|
2019
Q1 | $6K | Buy |
66
+58
| +725% | +$5.05K | ﹤0.01% | 1793 |
|
|
2018
Q4 | $1K | Sell |
8
-59
| -88% | -$4.67K | ﹤0.01% | 3335 |
|
|
2018
Q3 | $5K | Sell |
67
-519
| -89% | -$45.8K | ﹤0.01% | 3211 |
|
|
2018
Q2 | $55K | Sell |
586
-49
| -8% | -$4.85K | ﹤0.01% | 1858 |
|
|
2018
Q1 | $72K | Hold |
635
| – | – | ﹤0.01% | 1583 |
|
|
2017
Q4 | $72K | Sell |
635
-30
| -5% | -$3.49K | ﹤0.01% | 1595 |
|
|
2017
Q3 | $80K | Sell |
665
-73
| -10% | -$7.64K | ﹤0.01% | 1682 |
|
|
2017
Q2 | $70K | Buy |
738
+166
| +29% | +$15K | ﹤0.01% | 1749 |
|
|
2017
Q1 | $49K | Buy |
572
+357
| +166% | +$34.6K | ﹤0.01% | 1937 |
|
|
2016
Q4 | $21K | Buy |
215
+20
| +10% | +$1.83K | ﹤0.01% | 2427 |
|
|
2016
Q3 | $19K | Buy |
195
+75
| +63% | +$6.3K | ﹤0.01% | 2436 |
|
|
2016
Q2 | $9K | Buy |
120
+54
| +82% | +$4.33K | ﹤0.01% | 2799 |
|
|
2016
Q1 | $6K | Sell |
66
-46
| -41% | -$3.95K | ﹤0.01% | 1789 |
|
|
2015
Q4 | $12K | Buy |
+112
| New | +$12.9K | ﹤0.01% | 2483 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
