LPL Financial’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 | $5.75M | Buy |
17,034
+9,134
| +116% | +$3.09M | ﹤0.01% | 2193 |
|
|
2025
Q1 | $2.32M | Buy |
7,900
+3,851
| +95% | +$1.13M | ﹤0.01% | 2799 |
|
|
2024
Q4 | $1.45M | Buy |
4,049
+503
| +14% | +$180K | ﹤0.01% | 3150 |
|
|
2024
Q3 | $1.13M | Sell |
3,546
-4,331
| -55% | -$1.38M | ﹤0.01% | 3230 |
|
|
2024
Q2 | $1.99M | Sell |
7,877
-1,726
| -18% | -$436K | ﹤0.01% | 2585 |
|
|
2024
Q1 | $2.89M | Sell |
9,603
-546
| -5% | -$164K | ﹤0.01% | 2197 |
|
|
2023
Q4 | $3.34M | Sell |
10,149
-376
| -4% | -$124K | ﹤0.01% | 1978 |
|
|
2023
Q3 | $3.11M | Buy |
10,525
+98
| +0.9% | +$28.9K | ﹤0.01% | 1928 |
|
|
2023
Q2 | $3.17M | Buy |
10,427
+151
| +1% | +$45.9K | ﹤0.01% | 1870 |
|
|
2023
Q1 | $2.35M | Buy |
10,276
+837
| +9% | +$192K | ﹤0.01% | 2003 |
|
|
2022
Q4 | $1.93M | Sell |
9,439
-53
| -0.6% | -$10.9K | ﹤0.01% | 2095 |
|
|
2022
Q3 | $2.04M | Sell |
9,492
-8
| -0.1% | -$1.72K | ﹤0.01% | 1964 |
|
|
2022
Q2 | $2.61M | Buy |
9,500
+766
| +9% | +$211K | ﹤0.01% | 1821 |
|
|
2022
Q1 | $2.62M | Buy |
8,734
+544
| +7% | +$163K | ﹤0.01% | 1838 |
|
|
2021
Q4 | $2.43M | Buy |
8,190
+4,181
| +104% | +$1.24M | ﹤0.01% | 1935 |
|
|
2021
Q3 | $1.27M | Buy |
4,009
+600
| +18% | +$190K | ﹤0.01% | 2415 |
|
|
2021
Q2 | $1.17M | Sell |
3,409
-172
| -5% | -$59.1K | ﹤0.01% | 2432 |
|
|
2021
Q1 | $1.4M | Sell |
3,581
-2,466
| -41% | -$962K | ﹤0.01% | 2109 |
|
|
2020
Q4 | $1.77M | Buy |
6,047
+3,217
| +114% | +$942K | ﹤0.01% | 1743 |
|
|
2020
Q3 | $645K | Sell |
2,830
-422
| -13% | -$96.2K | ﹤0.01% | 2256 |
|
|
2020
Q2 | $492K | Sell |
3,252
-279
| -8% | -$42.2K | ﹤0.01% | 2384 |
|
|
2020
Q1 | $289K | Sell |
3,531
-40
| -1% | -$3.27K | ﹤0.01% | 2527 |
|
|
2019
Q4 | $525K | Sell |
3,571
-771
| -18% | -$113K | ﹤0.01% | 2333 |
|
|
2019
Q3 | $575K | Sell |
4,342
-1,813
| -29% | -$240K | ﹤0.01% | 2155 |
|
|
2019
Q2 | $731K | Buy |
6,155
+323
| +6% | +$38.4K | ﹤0.01% | 1955 |
|
|
2019
Q1 | $541K | Buy |
5,832
+608
| +12% | +$56.4K | ﹤0.01% | 2165 |
|
|
2018
Q4 | $399K | Buy |
+5,224
| New | +$399K | ﹤0.01% | 2216 |
|
|
2016
Q2 | – | Sell |
-3,700
| Closed | -$305K | – | 2820 |
|
|
2016
Q1 | $305K | Sell |
3,700
-680
| -16% | -$56.1K | ﹤0.01% | 2497 |
|
|
2015
Q4 | $433K | Sell |
4,380
-2,465
| -36% | -$244K | ﹤0.01% | 2286 |
|
|
2015
Q3 | $778K | Sell |
6,845
-5,355
| -44% | -$609K | ﹤0.01% | 1438 |
|
|
2015
Q2 | $1.38M | Buy |
12,200
+1,871
| +18% | +$212K | 0.01% | 1130 |
|
|
2015
Q1 | $1M | Buy |
10,329
+6,329
| +158% | +$614K | 0.01% | 1351 |
|
|
2014
Q4 | $347K | Sell |
4,000
-268
| -6% | -$23.2K | ﹤0.01% | 2041 |
|
|
2014
Q3 | $313K | Buy |
4,268
+363
| +9% | +$26.6K | ﹤0.01% | 2134 |
|
|
2014
Q2 | $367K | Buy |
+3,905
| New | +$367K | ﹤0.01% | 2045 |
|
|
2014
Q1 | – | Sell |
-2,941
| Closed | -$204K | – | 2692 |
|
|
2013
Q4 | $204K | Buy |
+2,941
| New | +$204K | ﹤0.01% | 2421 |
|