LPL Financial’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Sell |
11,864
-216
| -2% | -$64.2K | ﹤0.01% | 3140 |
|
|
2025
Q4 | $4.01M | Sell |
12,080
-103
| -0.8% | -$32.7K | ﹤0.01% | 2736 |
|
|
2025
Q3 | $3.85M | Sell |
12,183
-4,851
| -28% | -$1.56M | ﹤0.01% | 2714 |
|
|
2025
Q2 | $5.75M | Buy |
17,034
+9,134
| +116% | +$2.83M | ﹤0.01% | 2199 |
|
|
2025
Q1 | $2.32M | Buy |
7,900
+3,851
| +95% | +$1.31M | ﹤0.01% | 2816 |
|
|
2024
Q4 | $1.45M | Buy |
4,049
+503
| +14% | +$177K | ﹤0.01% | 3172 |
|
|
2024
Q3 | $1.13M | Sell |
3,546
-4,331
| -55% | -$1.21M | ﹤0.01% | 3272 |
|
|
2024
Q2 | $1.99M | Sell |
7,877
-1,726
| -18% | -$452K | ﹤0.01% | 2603 |
|
|
2024
Q1 | $2.89M | Sell |
9,603
-546
| -5% | -$161K | ﹤0.01% | 2211 |
|
|
2023
Q4 | $3.34M | Sell |
10,149
-376
| -4% | -$103K | ﹤0.01% | 1989 |
|
|
2023
Q3 | $3.11M | Buy |
10,525
+98
| +0.9% | +$29.9K | ﹤0.01% | 1934 |
|
|
2023
Q2 | $3.17M | Buy |
10,427
+151
| +1% | +$36.2K | ﹤0.01% | 1874 |
|
|
2023
Q1 | $2.35M | Buy |
10,276
+837
| +9% | +$204K | ﹤0.01% | 2006 |
|
|
2022
Q4 | $1.93M | Sell |
9,439
-53
| -0.6% | -$11.3K | ﹤0.01% | 2097 |
|
|
2022
Q3 | $2.04M | Sell |
9,492
-8
| -0.1% | -$2.09K | ﹤0.01% | 1967 |
|
|
2022
Q2 | $2.61M | Buy |
9,500
+766
| +9% | +$223K | ﹤0.01% | 1825 |
|
|
2022
Q1 | $2.62M | Buy |
8,734
+544
| +7% | +$170K | ﹤0.01% | 1843 |
|
|
2021
Q4 | $2.43M | Buy |
8,190
+4,181
| +104% | +$1.29M | ﹤0.01% | 1940 |
|
|
2021
Q3 | $1.27M | Buy |
4,009
+600
| +18% | +$209K | ﹤0.01% | 2427 |
|
|
2021
Q2 | $1.17M | Sell |
3,409
-172
| -5% | -$62.2K | ﹤0.01% | 2438 |
|
|
2021
Q1 | $1.4M | Sell |
3,581
-2,466
| -41% | -$886K | ﹤0.01% | 2113 |
|
|
2020
Q4 | $1.77M | Buy |
6,047
+3,217
| +114% | +$880K | ﹤0.01% | 1747 |
|
|
2020
Q3 | $645K | Sell |
2,830
-422
| -13% | -$94.9K | ﹤0.01% | 2267 |
|
|
2020
Q2 | $492K | Sell |
3,252
-279
| -8% | -$31.9K | ﹤0.01% | 2400 |
|
|
2020
Q1 | $289K | Sell |
3,531
-40
| -1% | -$4.83K | ﹤0.01% | 2533 |
|
|
2019
Q4 | $525K | Sell |
3,571
-771
| -18% | -$116K | ﹤0.01% | 2337 |
|
|
2019
Q3 | $575K | Sell |
4,342
-1,813
| -29% | -$232K | ﹤0.01% | 2158 |
|
|
2019
Q2 | $731K | Buy |
6,155
+323
| +6% | +$35.7K | ﹤0.01% | 1961 |
|
|
2019
Q1 | $541K | Buy |
5,832
+608
| +12% | +$52.9K | ﹤0.01% | 2172 |
|
|
2018
Q4 | $399K | Buy |
+5,224
| New | +$413K | ﹤0.01% | 2228 |
|
|
2016
Q2 | – | Sell |
-3,700
| Closed | -$305K | – | 2820 |
|
|
2016
Q1 | $305K | Sell |
3,700
-680
| -16% | -$58.4K | ﹤0.01% | 2497 |
|
|
2015
Q4 | $433K | Sell |
4,380
-2,465
| -36% | -$283K | ﹤0.01% | 2286 |
|
|
2015
Q3 | $778K | Sell |
6,845
-5,355
| -44% | -$601K | ﹤0.01% | 1438 |
|
|
2015
Q2 | $1.38M | Buy |
12,200
+1,871
| +18% | +$199K | 0.01% | 1130 |
|
|
2015
Q1 | $1M | Buy |
10,329
+6,329
| +158% | +$569K | 0.01% | 1351 |
|
|
2014
Q4 | $347K | Sell |
4,000
-268
| -6% | -$20.8K | ﹤0.01% | 2041 |
|
|
2014
Q3 | $313K | Buy |
4,268
+363
| +9% | +$32.1K | ﹤0.01% | 2134 |
|
|
2014
Q2 | $367K | Buy |
+3,905
| New | +$299K | ﹤0.01% | 2045 |
|
|
2014
Q1 | – | Sell |
-2,941
| Closed | -$204K | – | 2692 |
|
|
2013
Q4 | $204K | Buy |
+2,941
| New | +$197K | ﹤0.01% | 2421 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
