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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $791K | Sell |
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|
2024
Q3 | $937K | Sell |
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|
2024
Q2 | $757K | Sell |
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|
2024
Q1 | $905K | Buy |
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|
2023
Q4 | $904K | Buy |
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|
2023
Q3 | $774K | Sell |
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|
2023
Q2 | $804K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $76K | Buy |
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|
2021
Q4 | $145K | Hold |
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|
2021
Q3 | $156K | Buy |
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|
2021
Q2 | $107K | Sell |
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|
2021
Q1 | $131K | Buy |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $63K | Buy |
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|
2019
Q3 | $41K | Buy |
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|
2019
Q1 | $6K | Buy |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $5K | Sell |
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|
2018
Q2 | $55K | Sell |
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|
2018
Q1 | $72K | Hold |
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|
2017
Q4 | $72K | Sell |
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|
2017
Q3 | $80K | Sell |
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|
2017
Q2 | $70K | Buy |
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|
2017
Q1 | $49K | Buy |
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|
2016
Q4 | $21K | Buy |
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|
2016
Q3 | $19K | Buy |
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|
2016
Q2 | $9K | Buy |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $12K | Buy |
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