Mount Yale Investment Advisors’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
Q2 | $526K | Buy |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $455K | Buy |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $299K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Sell |
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|
2018
Q2 | $111K | Sell |
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|
2018
Q1 | $136K | Buy |
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