Jones Financial Companies’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 | $316K | Buy |
941
+147
| +19% | +$49.3K | ﹤0.01% | 1469 |
|
|
2025
Q1 | $230K | Buy |
794
+97
| +14% | +$28.1K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $249K | Buy |
697
+145
| +26% | +$51.9K | ﹤0.01% | 1254 |
|
|
2024
Q3 | $177K | Buy |
552
+1
| +0.2% | +$321 | ﹤0.01% | 1175 |
|
|
2024
Q2 | $139K | Buy |
+551
| New | +$139K | ﹤0.01% | 938 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 647 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 656 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$2K | – | 825 |
|
|
2020
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 610 |
|