IFP 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 | $748K | Sell |
2,177
-14
| -0.6% | -$4.81K | 0.02% | 678 |
|
|
2025
Q1 | $645K | Sell |
2,191
-15
| -0.7% | -$4.42K | 0.02% | 697 |
|
|
2024
Q4 | $791K | Sell |
2,206
-744
| -25% | -$267K | 0.03% | 584 |
|
|
2024
Q3 | $937K | Sell |
2,950
-49
| -2% | -$15.6K | 0.03% | 496 |
|
|
2024
Q2 | $757K | Sell |
2,999
-8
| -0.3% | -$2.02K | 0.03% | 520 |
|
|
2024
Q1 | $905K | Buy |
3,007
+263
| +10% | +$79.1K | 0.04% | 429 |
|
|
2023
Q4 | $904K | Buy |
2,744
+125
| +5% | +$41.2K | 0.04% | 409 |
|
|
2023
Q3 | $774K | Sell |
2,619
-25
| -0.9% | -$7.38K | 0.03% | 465 |
|
|
2023
Q2 | $804K | Buy |
2,644
+123
| +5% | +$37.4K | 0.03% | 494 |
|
|
2023
Q1 | $246K | Buy |
2,521
+1,604
| +175% | +$157K | 0.01% | 864 |
|
|
2022
Q4 | $130K | Sell |
917
-17
| -2% | -$2.41K | ﹤0.01% | 1596 |
|
|
2022
Q3 | $145K | Buy |
934
+354
| +61% | +$55K | ﹤0.01% | 1611 |
|
|
2022
Q2 | $76K | Hold |
580
| – | – | ﹤0.01% | 1876 |
|
|
2022
Q1 | $76K | Buy |
580
+90
| +18% | +$11.8K | ﹤0.01% | 1876 |
|
|
2021
Q4 | $145K | Hold |
490
| – | – | ﹤0.01% | 1090 |
|
|
2021
Q3 | $156K | Buy |
490
+165
| +51% | +$52.5K | ﹤0.01% | 1050 |
|
|
2021
Q2 | $107K | Sell |
325
-8
| -2% | -$2.63K | ﹤0.01% | 1208 |
|
|
2021
Q1 | $131K | Buy |
333
+111
| +50% | +$43.7K | ﹤0.01% | 1039 |
|
|
2020
Q4 | $66K | Buy |
+222
| New | +$66K | ﹤0.01% | 1325 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3422 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3272 |
|
|
2020
Q1 | – | Sell |
-434
| Closed | -$63K | – | 3229 |
|
|
2019
Q4 | $63K | Buy |
434
+118
| +37% | +$17.1K | ﹤0.01% | 1168 |
|
|
2019
Q3 | $41K | Buy |
+316
| New | +$41K | ﹤0.01% | 1460 |
|
|
2019
Q1 | $6K | Buy |
66
+58
| +725% | +$5.27K | ﹤0.01% | 1793 |
|
|
2018
Q4 | $1K | Sell |
8
-59
| -88% | -$7.38K | ﹤0.01% | 3284 |
|
|
2018
Q3 | $5K | Sell |
67
-519
| -89% | -$38.7K | ﹤0.01% | 3172 |
|
|
2018
Q2 | $55K | Sell |
586
-49
| -8% | -$4.6K | ﹤0.01% | 1840 |
|
|
2018
Q1 | $72K | Hold |
635
| – | – | ﹤0.01% | 1583 |
|
|
2017
Q4 | $72K | Sell |
635
-30
| -5% | -$3.4K | ﹤0.01% | 1579 |
|
|
2017
Q3 | $80K | Sell |
665
-73
| -10% | -$8.78K | ﹤0.01% | 1671 |
|
|
2017
Q2 | $70K | Buy |
738
+166
| +29% | +$15.7K | ﹤0.01% | 1734 |
|
|
2017
Q1 | $49K | Buy |
572
+357
| +166% | +$30.6K | ﹤0.01% | 1923 |
|
|
2016
Q4 | $21K | Buy |
215
+20
| +10% | +$1.95K | ﹤0.01% | 2409 |
|
|
2016
Q3 | $19K | Buy |
195
+75
| +63% | +$7.31K | ﹤0.01% | 2421 |
|
|
2016
Q2 | $9K | Buy |
120
+54
| +82% | +$4.05K | ﹤0.01% | 2787 |
|
|
2016
Q1 | $6K | Sell |
66
-46
| -41% | -$4.18K | ﹤0.01% | 1793 |
|
|
2015
Q4 | $12K | Buy |
+112
| New | +$12K | ﹤0.01% | 2468 |
|