JFS Wealth Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.4K | Buy |
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|
2025
Q1 | $36.2K | Sell |
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|
2024
Q4 | $44.4K | Buy |
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|
2024
Q3 | $39.1K | Buy |
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|
2024
Q2 | $30.8K | Hold |
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|
2024
Q1 | $36.6K | Hold |
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|
2023
Q4 | $40K | Sell |
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|
2023
Q3 | $37.9K | Buy |
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|
2023
Q2 | $6.39K | Sell |
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|
2023
Q1 | $19.3K | Sell |
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|
2022
Q4 | $18.5K | Sell |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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