Newbridge Financial Services Group’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 | $2.38K | Hold |
7
| – | – | ﹤0.01% | 1123 |
|
|
2025
Q1 | $2.06K | Sell |
7
-12
| -63% | -$3.53K | ﹤0.01% | 888 |
|
|
2024
Q4 | $6.8K | Buy |
+19
| New | +$6.8K | ﹤0.01% | 808 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$75.7K | – | 905 |
|
|
2024
Q2 | $75.7K | Sell |
300
-2
| -0.7% | -$505 | 0.03% | 305 |
|
|
2024
Q1 | $90.9K | Buy |
302
+2
| +0.7% | +$602 | 0.04% | 302 |
|
|
2023
Q4 | $98.8K | Hold |
300
| – | – | 0.05% | 282 |
|
|
2023
Q3 | $88.6K | Hold |
300
| – | – | 0.04% | 322 |
|
|
2023
Q2 | $91.2K | Hold |
300
| – | – | 0.04% | 334 |
|
|
2023
Q1 | $68.7K | Hold |
300
| – | – | 0.04% | 393 |
|
|
2022
Q4 | $61.4K | Hold |
300
| – | – | 0.04% | 410 |
|
|
2022
Q3 | $64K | Hold |
300
| – | – | 0.04% | 394 |
|
|
2022
Q2 | $82K | Hold |
300
| – | – | 0.05% | 296 |
|
|
2022
Q1 | $90K | Hold |
300
| – | – | 0.04% | 328 |
|
|
2021
Q4 | $89K | Hold |
300
| – | – | 0.04% | 339 |
|
|
2021
Q3 | $95K | Hold |
300
| – | – | 0.06% | 274 |
|
|
2021
Q2 | $103K | Hold |
300
| – | – | 0.06% | 278 |
|
|
2021
Q1 | $117K | Hold |
300
| – | – | 0.09% | 227 |
|
|
2020
Q4 | $88K | Hold |
300
| – | – | 0.07% | 236 |
|
|
2020
Q3 | $68K | Buy |
+300
| New | +$68K | 0.07% | 254 |
|