Montag & Associates’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.3K | Hold |
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|
2025
Q2 | $59.1K | Hold |
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|
2025
Q1 | $51.4K | Hold |
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|
2024
Q4 | $62.6K | Hold |
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|
2024
Q3 | $55.6K | Hold |
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|
2024
Q2 | $44.2K | Hold |
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|
2024
Q1 | $52.7K | Sell |
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|
2023
Q4 | $62.9K | Hold |
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|
2023
Q3 | $56.4K | Hold |
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|
2023
Q2 | $58.1K | Sell |
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|
2023
Q1 | $72.3K | Hold |
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|
2022
Q4 | $64.7K | Sell |
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|
2022
Q3 | $85K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.7M | Hold |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $2.33M | Sell |
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|
2020
Q4 | $2.83M | Buy |
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|
2020
Q3 | $917K | Buy |
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