JWA
LAD icon

JFS Wealth Advisors’s Lithia Motors LAD Stock Holding History

JFS Wealth Advisors’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.4K Buy
129
+1
+0.8% +$284 ﹤0.01% 611
2026
Q1 		$31.9K Sell
128
-5
-4% -$1.49K ﹤0.01% 618
2025
Q4 		$44.2K Buy
133
+9
+7% +$2.86K ﹤0.01% 557
2025
Q3 		$39.1K Sell
124
-5
-4% -$1.61K ﹤0.01% 555
2025
Q2 		$43.4K Buy
129
+6
+5% +$1.86K ﹤0.01% 491
2025
Q1 		$36.2K Sell
123
-1
-0.8% -$341 ﹤0.01% 537
2024
Q4 		$44.4K Buy
124
+1
+0.8% +$352 ﹤0.01% 485
2024
Q3 		$39.1K Buy
123
+1
+0.8% +$279 ﹤0.01% 510
2024
Q2 		$30.8K Hold
122
– – ﹤0.01% 504
2024
Q1 		$36.6K Hold
122
– – ﹤0.01% 493
2023
Q4 		$40K Sell
122
-6
-5% -$1.65K ﹤0.01% 443
2023
Q3 		$37.9K Buy
128
+107
+510% +$32.6K ﹤0.01% 407
2023
Q2 		$6.39K Sell
21
-63
-75% -$15.1K ﹤0.01% 900
2023
Q1 		$19.3K Sell
84
-6
-7% -$1.46K ﹤0.01% 546
2022
Q4 		$18.5K Sell
90
-1
-1% -$214 ﹤0.01% 552
2022
Q3 		$20K Buy
91
+2
+2% +$523 ﹤0.01% 571
2022
Q2 		$24K Buy
89
+43
+93% +$12.5K ﹤0.01% 548
2022
Q1 		$14K Buy
46
+38
+475% +$11.9K ﹤0.01% 694
2021
Q4 		$2K Buy
+8
New +$2.47K ﹤0.01% 1100
2017
Q2 		– Sell
-10
Closed -$1K – 433
2017
Q1 		$1K Hold
10
– – ﹤0.01% 424
2016
Q4 		$1K Buy
+10
New +$917 ﹤0.01% 424

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1WA
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SWM
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Handelsbanken Fonder
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FB
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QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return