Innealta Capital’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 | $237K | Buy |
+703
| New | +$237K | 0.13% | 79 |
|
|
2025
Q1 | – | Sell |
-731
| Closed | -$261K | – | 129 |
|
|
2024
Q4 | $261K | Sell |
731
-293
| -29% | -$105K | 0.13% | 80 |
|
|
2024
Q3 | $325K | Sell |
1,024
-142
| -12% | -$45.1K | 0.13% | 87 |
|
|
2024
Q2 | $294K | Buy |
+1,166
| New | +$294K | 0.1% | 93 |
|