Investment House LLC’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 | $757K | Sell |
2,240
-2,401
| -52% | -$811K | 0.04% | 157 |
|
|
2025
Q1 | $1.36M | Buy |
+4,641
| New | +$1.36M | 0.08% | 131 |
|
|
2024
Q3 | – | Sell |
-4,928
| Closed | -$1.24M | – | 211 |
|
|
2024
Q2 | $1.24M | Buy |
4,928
+2,828
| +135% | +$714K | 0.07% | 124 |
|
|
2024
Q1 | $632K | Sell |
2,100
-4,222
| -67% | -$1.27M | 0.04% | 152 |
|
|
2023
Q4 | $2.08M | Buy |
+6,322
| New | +$2.08M | 0.15% | 91 |
|