Moran Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,376
| Closed | -$8M | – | 469 |
|
|
2024
Q4 | $8M | Sell |
22,376
-595
| -3% | -$213K | 0.26% | 116 |
|
|
2024
Q3 | $7.3M | Buy |
22,971
+109
| +0.5% | +$34.6K | 0.22% | 133 |
|
|
2024
Q2 | $5.77M | Buy |
22,862
+244
| +1% | +$61.6K | 0.19% | 157 |
|
|
2024
Q1 | $6.8M | Sell |
22,618
-6
| -0% | -$1.81K | 0.22% | 139 |
|
|
2023
Q4 | $7.45M | Sell |
22,624
-333
| -1% | -$110K | 0.27% | 128 |
|
|
2023
Q3 | $6.78M | Sell |
22,957
-35
| -0.2% | -$10.3K | 0.26% | 134 |
|
|
2023
Q2 | $6.99M | Sell |
22,992
-85
| -0.4% | -$25.8K | 0.26% | 133 |
|
|
2023
Q1 | $5.28M | Buy |
23,077
+3,886
| +20% | +$890K | 0.2% | 152 |
|
|
2022
Q4 | $3.93M | Buy |
+19,191
| New | +$3.93M | 0.15% | 173 |
|