Montag & Associates’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 | $59.1K | Hold |
175
| – | – | ﹤0.01% | 550 |
|
|
2025
Q1 | $51.4K | Hold |
175
| – | – | ﹤0.01% | 616 |
|
|
2024
Q4 | $62.6K | Hold |
175
| – | – | ﹤0.01% | 567 |
|
|
2024
Q3 | $55.6K | Hold |
175
| – | – | ﹤0.01% | 594 |
|
|
2024
Q2 | $44.2K | Hold |
175
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $52.7K | Sell |
175
-16
| -8% | -$4.81K | ﹤0.01% | 584 |
|
|
2023
Q4 | $62.9K | Hold |
191
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $56.4K | Hold |
191
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $58.1K | Sell |
191
-125
| -40% | -$38K | ﹤0.01% | 532 |
|
|
2023
Q1 | $72.3K | Hold |
316
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $64.7K | Sell |
316
-81
| -20% | -$16.6K | ﹤0.01% | 503 |
|
|
2022
Q3 | $85K | Sell |
397
-1,002
| -72% | -$215K | 0.01% | 461 |
|
|
2022
Q2 | $384K | Sell |
1,399
-3,177
| -69% | -$872K | 0.02% | 296 |
|
|
2022
Q1 | $1.37M | Sell |
4,576
-695
| -13% | -$209K | 0.07% | 202 |
|
|
2021
Q4 | $1.57M | Sell |
5,271
-89
| -2% | -$26.4K | 0.08% | 196 |
|
|
2021
Q3 | $1.7M | Hold |
5,360
| – | – | 0.09% | 179 |
|
|
2021
Q2 | $1.84M | Sell |
5,360
-625
| -10% | -$215K | 0.1% | 176 |
|
|
2021
Q1 | $2.34M | Sell |
5,985
-3,694
| -38% | -$1.44M | 0.13% | 155 |
|
|
2020
Q4 | $2.83M | Buy |
9,679
+5,655
| +141% | +$1.66M | 0.17% | 127 |
|
|
2020
Q3 | $917K | Buy |
+4,024
| New | +$917K | 0.07% | 186 |
|