Kestra Advisory Services’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
Q4 | $67.8K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $971K | Sell |
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|
2023
Q3 | $918K | Buy |
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|
2023
Q2 | $925K | Sell |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $707K | Buy |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $619K | Sell |
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|
2021
Q4 | $614K | Sell |
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|
2021
Q3 | $1.15M | Buy |
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