NewEdge 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 | $21.9K | Sell |
65
-1
| -2% | -$337 | ﹤0.01% | 2922 |
|
|
2025
Q1 | $19.3K | Hold |
66
| – | – | ﹤0.01% | 2880 |
|
|
2024
Q4 | $23.5K | Hold |
66
| – | – | ﹤0.01% | 2764 |
|
|
2024
Q3 | $20.8K | Sell |
66
-785
| -92% | -$248K | ﹤0.01% | 2705 |
|
|
2024
Q2 | $215K | Sell |
851
-242
| -22% | -$61.1K | ﹤0.01% | 1882 |
|
|
2024
Q1 | $329K | Sell |
1,093
-257
| -19% | -$77.3K | ﹤0.01% | 1594 |
|
|
2023
Q4 | $413K | Buy |
1,350
+227
| +20% | +$69.5K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $332K | Sell |
1,123
-279
| -20% | -$82.4K | ﹤0.01% | 1375 |
|
|
2023
Q2 | $426K | Sell |
1,402
-13
| -0.9% | -$3.96K | ﹤0.01% | 1266 |
|
|
2023
Q1 | $324K | Sell |
1,415
-23
| -2% | -$5.27K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $290K | Buy |
1,438
+348
| +32% | +$70.3K | 0.01% | 1021 |
|
|
2022
Q3 | $234K | Buy |
1,090
+25
| +2% | +$5.37K | ﹤0.01% | 1310 |
|
|
2022
Q2 | $293K | Buy |
+1,065
| New | +$293K | ﹤0.01% | 1225 |
|
|
2017
Q3 | – | Sell |
-90
| Closed | -$8.03K | – | 777 |
|
|
2017
Q2 | $8.03K | Buy |
+90
| New | +$8.03K | ﹤0.01% | 1036 |
|