Laurel Wealth Advisors (California)’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,449
Closed -$399K 646
2022
Q2
$399K Sell
1,449
-375
-21% -$103K 0.04% 413
2022
Q1
$547K Sell
1,824
-9
-0.5% -$2.7K 0.05% 382
2021
Q4
$545K Buy
+1,833
New +$545K 0.04% 423