Journey Strategic Wealth’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-580
Closed -$207K 528
2024
Q4
$207K Buy
+580
New +$207K 0.01% 464
2022
Q2
Sell
-685
Closed -$206K 170
2022
Q1
$206K Buy
+685
New +$206K 0.02% 159