MML Investors Services’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 | $544K | Sell |
1,609
-925
| -37% | -$313K | ﹤0.01% | 2040 |
|
|
2025
Q1 | $744K | Buy |
2,534
+1,517
| +149% | +$445K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $364K | Buy |
1,017
+67
| +7% | +$24K | ﹤0.01% | 2141 |
|
|
2024
Q3 | $302K | Sell |
950
-145
| -13% | -$46.1K | ﹤0.01% | 2176 |
|
|
2024
Q2 | $277K | Sell |
1,095
-434
| -28% | -$110K | ﹤0.01% | 2136 |
|
|
2024
Q1 | $460K | Sell |
1,529
-469
| -23% | -$141K | ﹤0.01% | 1842 |
|
|
2023
Q4 | $658K | Buy |
1,998
+149
| +8% | +$49.1K | ﹤0.01% | 1594 |
|
|
2023
Q3 | $546K | Sell |
1,849
-63
| -3% | -$18.6K | ﹤0.01% | 1573 |
|
|
2023
Q2 | $581K | Buy |
1,912
+353
| +23% | +$107K | ﹤0.01% | 1535 |
|
|
2023
Q1 | $357K | Sell |
1,559
-267
| -15% | -$61.1K | ﹤0.01% | 1580 |
|
|
2022
Q4 | $374K | Sell |
1,826
-108
| -6% | -$22.1K | ﹤0.01% | 1646 |
|
|
2022
Q3 | $415K | Buy |
1,934
+329
| +20% | +$70.6K | ﹤0.01% | 1514 |
|
|
2022
Q2 | $441K | Buy |
1,605
+221
| +16% | +$60.7K | ﹤0.01% | 1476 |
|
|
2022
Q1 | $415K | Buy |
1,384
+29
| +2% | +$8.7K | ﹤0.01% | 1553 |
|
|
2021
Q4 | $402K | Buy |
1,355
+22
| +2% | +$6.53K | ﹤0.01% | 1532 |
|
|
2021
Q3 | $422K | Buy |
1,333
+89
| +7% | +$28.2K | ﹤0.01% | 1449 |
|
|
2021
Q2 | $428K | Sell |
1,244
-18
| -1% | -$6.19K | ﹤0.01% | 1401 |
|
|
2021
Q1 | $492K | Sell |
1,262
-7
| -0.6% | -$2.73K | ﹤0.01% | 1277 |
|
|
2020
Q4 | $371K | Buy |
1,269
+140
| +12% | +$40.9K | ﹤0.01% | 1297 |
|
|
2020
Q3 | $257K | Buy |
+1,129
| New | +$257K | ﹤0.01% | 1372 |
|
|
2018
Q4 | – | Sell |
-2,831
| Closed | -$231K | – | 1560 |
|
|
2018
Q3 | $231K | Buy |
+2,831
| New | +$231K | ﹤0.01% | 1419 |
|