Mather Group’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
Sell
-288
Closed -$84.5K 1220
2025
Q1
$84.5K Hold
288
﹤0.01% 785
2024
Q4
$103K Hold
288
﹤0.01% 733
2024
Q3
$91.5K Sell
288
-54
-16% -$17.2K ﹤0.01% 756
2024
Q2
$103K Sell
342
-3
-0.9% -$903 ﹤0.01% 804
2024
Q1
$114K Buy
+345
New +$114K ﹤0.01% 671