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Kathleen S. Wright Associates’s Lithia Motors LAD Stock Holding History

Kathleen S. Wright Associates’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-54
Closed -$15.9K – 249
2025
Q1 		$15.9K Hold
54
– – 0.01% 201
2024
Q4 		$19.3K Hold
54
– – 0.01% 195
2024
Q3 		$17.2K Buy
+54
New +$17.2K 0.01% 214