Moneta Group Investment 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 | $228K | Buy |
+674
| New | +$228K | ﹤0.01% | 632 |
|
|
2025
Q1 | – | Sell |
-674
| Closed | -$241K | – | 688 |
|
|
2024
Q4 | $241K | Sell |
674
-4
| -0.6% | -$1.43K | ﹤0.01% | 587 |
|
|
2024
Q3 | $215K | Buy |
+678
| New | +$215K | ﹤0.01% | 604 |
|
|
2024
Q2 | – | Sell |
-860
| Closed | -$259K | – | 621 |
|
|
2024
Q1 | $259K | Buy |
860
+37
| +4% | +$11.1K | ﹤0.01% | 525 |
|
|
2023
Q4 | $271K | Buy |
823
+5
| +0.6% | +$1.65K | 0.01% | 468 |
|
|
2023
Q3 | $242K | Sell |
818
-48
| -6% | -$14.2K | 0.01% | 447 |
|
|
2023
Q2 | $263K | Buy |
+866
| New | +$263K | 0.01% | 448 |
|