Inspire Investing’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 | $685K | Buy |
2,744
+2,404
| +707% | +$714K | 0.04% | 384 |
|
|
2025
Q4 | $113K | Buy |
+340
| New | +$108K | 0.01% | 855 |
|
|
2025
Q3 | – | Sell |
-1,434
| Closed | -$485K | – | 903 |
|
|
2025
Q2 | $485K | Buy |
1,434
+63
| +5% | +$19.5K | 0.05% | 267 |
|
|
2025
Q1 | $402K | Sell |
1,371
-2,990
| -69% | -$1.02M | 0.05% | 302 |
|
|
2024
Q4 | $1.56M | Sell |
4,361
-566
| -11% | -$199K | 0.17% | 131 |
|
|
2024
Q3 | $1.56M | Sell |
4,927
-286
| -5% | -$79.7K | 0.16% | 132 |
|
|
2024
Q2 | $1.32M | Buy |
5,213
+148
| +3% | +$38.7K | 0.15% | 165 |
|
|
2024
Q1 | $1.52M | Buy |
5,065
+525
| +12% | +$155K | 0.16% | 164 |
|
|
2023
Q4 | $1.49M | Buy |
4,540
+107
| +2% | +$29.4K | 0.16% | 154 |
|
|
2023
Q3 | $1.31M | Buy |
4,433
+85
| +2% | +$25.9K | 0.17% | 159 |
|
|
2023
Q2 | $1.32M | Buy |
4,348
+2,953
| +212% | +$707K | 0.16% | 152 |
|
|
2023
Q1 | $319K | Buy |
1,395
+55
| +4% | +$13.4K | 0.04% | 360 |
|
|
2022
Q4 | $274K | Buy |
1,340
+210
| +19% | +$44.9K | 0.04% | 333 |
|
|
2022
Q3 | $242K | Buy |
1,130
+200
| +22% | +$52.3K | 0.03% | 315 |
|
|
2022
Q2 | $256K | Sell |
930
-18
| -2% | -$5.25K | 0.03% | 314 |
|
|
2022
Q1 | $285K | Buy |
948
+96
| +11% | +$30K | 0.03% | 342 |
|
|
2021
Q4 | $253K | Buy |
852
+192
| +29% | +$59.3K | 0.03% | 354 |
|
|
2021
Q3 | $209K | Sell |
660
-264
| -29% | -$91.9K | 0.03% | 788 |
|
|
2021
Q2 | $318K | Buy |
924
+28
| +3% | +$10.1K | 0.04% | 514 |
|
|
2021
Q1 | $350K | Sell |
896
-96
| -10% | -$34.5K | 0.05% | 463 |
|
|
2020
Q4 | $290K | Buy |
+992
| New | +$271K | 0.06% | 463 |
|
|
2020
Q3 | – | Sell |
-1,550
| Closed | -$235K | – | 508 |
|
|
2020
Q2 | $235K | Sell |
1,550
-904
| -37% | -$103K | 0.08% | 328 |
|
|
2020
Q1 | $201K | Buy |
+2,454
| New | +$296K | 0.08% | 432 |
|
|
2018
Q1 | – | Sell |
-480
| Closed | -$55K | – | 471 |
|
|
2017
Q4 | $55K | Buy |
+480
| New | +$55.8K | 0.05% | 624 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
