Janney Montgomery Scott’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 | $20.2M | Sell |
80,894
-6,448
| -7% | -$1.92M | 0.05% | 357 |
|
|
2025
Q4 | $29M | Sell |
87,342
-7,052
| -7% | -$2.24M | 0.07% | 282 |
|
|
2025
Q3 | $29.8M | Sell |
94,394
-1,296
| -1% | -$418K | 0.07% | 266 |
|
|
2025
Q2 | $32.3M | Buy |
95,690
+3,397
| +4% | +$1.05M | 0.08% | 235 |
|
|
2025
Q1 | $27.1M | Buy |
92,293
+87,597
| +1,865% | +$29.8M | 0.08% | 253 |
|
|
2024
Q4 | $1.68M | Buy |
4,696
+147
| +3% | +$51.8K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $1.45M | Buy |
4,549
+2,488
| +121% | +$694K | ﹤0.01% | 1308 |
|
|
2024
Q2 | $520K | Buy |
2,061
+947
| +85% | +$248K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $335K | Buy |
1,114
+285
| +34% | +$84.2K | ﹤0.01% | 2262 |
|
|
2023
Q4 | $273K | Buy |
+829
| New | +$227K | ﹤0.01% | 2281 |
|
|
2022
Q3 | – | Sell |
-847
| Closed | -$242K | – | 2556 |
|
|
2022
Q2 | $242K | Sell |
847
-529
| -38% | -$154K | ﹤0.01% | 2039 |
|
|
2022
Q1 | $413K | Buy |
1,376
+526
| +62% | +$164K | ﹤0.01% | 1732 |
|
|
2021
Q4 | $252K | Buy |
+850
| New | +$263K | ﹤0.01% | 2109 |
|
|
2019
Q4 | – | Sell |
-3,668
| Closed | -$486K | – | 2111 |
|
|
2019
Q3 | $486K | Sell |
3,668
-703
| -16% | -$89.8K | ﹤0.01% | 1408 |
|
|
2019
Q2 | $519K | Sell |
4,371
-2,007
| -31% | -$222K | ﹤0.01% | 1414 |
|
|
2019
Q1 | $592K | Sell |
6,378
-79
| -1% | -$6.87K | ﹤0.01% | 1298 |
|
|
2018
Q4 | $493K | Sell |
6,457
-835
| -11% | -$66K | ﹤0.01% | 1299 |
|
|
2018
Q3 | $596K | Buy |
7,292
+372
| +5% | +$32.8K | 0.01% | 1353 |
|
|
2018
Q2 | $654K | Buy |
6,920
+920
| +15% | +$91.1K | 0.01% | 1242 |
|
|
2018
Q1 | $603K | Buy |
+6,000
| New | +$679K | 0.01% | 1226 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
