Mount Yale 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 | $526K | Buy |
1,556
+43
| +3% | +$14.5K | 0.04% | 330 |
|
|
2025
Q1 | $444K | Buy |
1,513
+79
| +6% | +$23.2K | 0.04% | 351 |
|
|
2024
Q4 | $513K | Sell |
1,434
-36
| -2% | -$12.9K | 0.04% | 336 |
|
|
2024
Q3 | $467K | Sell |
1,470
-332
| -18% | -$105K | 0.04% | 360 |
|
|
2024
Q2 | $455K | Buy |
1,802
+3
| +0.2% | +$757 | 0.04% | 361 |
|
|
2024
Q1 | $541K | Buy |
1,799
+6
| +0.3% | +$1.81K | 0.04% | 339 |
|
|
2023
Q4 | $590K | Buy |
1,793
+6
| +0.3% | +$1.98K | 0.06% | 288 |
|
|
2023
Q3 | $528K | Sell |
1,787
-81
| -4% | -$23.9K | 0.06% | 296 |
|
|
2023
Q2 | $568K | Buy |
1,868
+735
| +65% | +$224K | 0.06% | 289 |
|
|
2023
Q1 | $259K | Buy |
+1,133
| New | +$259K | 0.03% | 413 |
|
|
2022
Q1 | – | Sell |
-776
| Closed | -$230K | – | 484 |
|
|
2021
Q4 | $230K | Sell |
776
-1,055
| -58% | -$313K | 0.02% | 420 |
|
|
2021
Q3 | $581K | Buy |
1,831
+130
| +8% | +$41.3K | 0.07% | 260 |
|
|
2021
Q2 | $585K | Buy |
+1,701
| New | +$585K | 0.07% | 250 |
|
|
2021
Q1 | – | Sell |
-1,023
| Closed | -$299K | – | 431 |
|
|
2020
Q4 | $299K | Buy |
+1,023
| New | +$299K | 0.04% | 297 |
|
|
2018
Q4 | – | Sell |
-27
| Closed | -$2K | – | 552 |
|
|
2018
Q3 | $2K | Sell |
27
-1,147
| -98% | -$85K | ﹤0.01% | 904 |
|
|
2018
Q2 | $111K | Sell |
1,174
-177
| -13% | -$16.7K | 0.02% | 424 |
|
|
2018
Q1 | $136K | Buy |
+1,351
| New | +$136K | 0.03% | 368 |
|