JFS Wealth Advisors’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 | $43.4K | Buy |
129
+6
| +5% | +$2.02K | ﹤0.01% | 491 |
|
|
2025
Q1 | $36.2K | Sell |
123
-1
| -0.8% | -$294 | ﹤0.01% | 537 |
|
|
2024
Q4 | $44.4K | Buy |
124
+1
| +0.8% | +$358 | ﹤0.01% | 485 |
|
|
2024
Q3 | $39.1K | Buy |
123
+1
| +0.8% | +$318 | ﹤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% | -$1.97K | ﹤0.01% | 443 |
|
|
2023
Q3 | $37.9K | Buy |
128
+107
| +510% | +$31.7K | ﹤0.01% | 407 |
|
|
2023
Q2 | $6.39K | Sell |
21
-63
| -75% | -$19.2K | ﹤0.01% | 900 |
|
|
2023
Q1 | $19.3K | Sell |
84
-6
| -7% | -$1.38K | ﹤0.01% | 546 |
|
|
2022
Q4 | $18.5K | Sell |
90
-1
| -1% | -$205 | ﹤0.01% | 552 |
|
|
2022
Q3 | $20K | Buy |
91
+2
| +2% | +$440 | ﹤0.01% | 571 |
|
|
2022
Q2 | $24K | Buy |
89
+43
| +93% | +$11.6K | ﹤0.01% | 548 |
|
|
2022
Q1 | $14K | Buy |
46
+38
| +475% | +$11.6K | ﹤0.01% | 694 |
|
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1100 |
|
|
2017
Q2 | – | Sell |
-10
| Closed | -$1K | – | 433 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 424 |
|
|
2016
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 424 |
|