Mercer Global Advisors’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 | $433K | Buy |
1,283
+85
| +7% | +$28.7K | ﹤0.01% | 1609 |
|
|
2025
Q1 | $352K | Hold |
1,198
| – | – | ﹤0.01% | 1673 |
|
|
2024
Q4 | $428K | Sell |
1,198
-168
| -12% | -$60.1K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $433K | Buy |
1,366
+263
| +24% | +$83.5K | ﹤0.01% | 1411 |
|
|
2024
Q2 | $279K | Sell |
1,103
-122
| -10% | -$30.8K | ﹤0.01% | 1615 |
|
|
2024
Q1 | $369K | Sell |
1,225
-338
| -22% | -$102K | ﹤0.01% | 1447 |
|
|
2023
Q4 | $515K | Buy |
1,563
+179
| +13% | +$59K | ﹤0.01% | 1313 |
|
|
2023
Q3 | $409K | Buy |
1,384
+78
| +6% | +$23.1K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $397K | Sell |
1,306
-387
| -23% | -$118K | ﹤0.01% | 1345 |
|
|
2023
Q1 | $388K | Buy |
1,693
+488
| +40% | +$112K | ﹤0.01% | 1343 |
|
|
2022
Q4 | $247K | Buy |
1,205
+45
| +4% | +$9.22K | ﹤0.01% | 1602 |
|
|
2022
Q3 | $249K | Sell |
1,160
-614
| -35% | -$132K | ﹤0.01% | 1524 |
|
|
2022
Q2 | $488K | Sell |
1,774
-106
| -6% | -$29.2K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $564K | Sell |
1,880
-3,356
| -64% | -$1.01M | ﹤0.01% | 1167 |
|
|
2021
Q4 | $1.56M | Sell |
5,236
-9
| -0.2% | -$2.67K | 0.01% | 711 |
|
|
2021
Q3 | $1.66M | Buy |
5,245
+596
| +13% | +$189K | 0.01% | 673 |
|
|
2021
Q2 | $1.6M | Buy |
4,649
+3,449
| +287% | +$1.19M | 0.01% | 653 |
|
|
2021
Q1 | $468K | Sell |
1,200
-277
| -19% | -$108K | ﹤0.01% | 1112 |
|
|
2020
Q4 | $432K | Sell |
1,477
-1
| -0.1% | -$292 | 0.01% | 920 |
|
|
2020
Q3 | $337K | Sell |
1,478
-74
| -5% | -$16.9K | 0.01% | 915 |
|
|
2020
Q2 | $235K | Buy |
+1,552
| New | +$235K | ﹤0.01% | 938 |
|