Nisa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.2K | Sell |
241
-35
| -13% | -$10.4K | ﹤0.01% | 1592 |
|
|
2025
Q4 | $91.7K | Hold |
276
| – | – | ﹤0.01% | 1460 |
|
|
2025
Q3 | $87.2K | Hold |
276
| – | – | ﹤0.01% | 1476 |
|
|
2025
Q2 | $93.2K | Buy |
276
+40
| +17% | +$12.4K | ﹤0.01% | 1423 |
|
|
2025
Q1 | $69.3K | Sell |
236
-2,534
| -91% | -$863K | ﹤0.01% | 1491 |
|
|
2024
Q4 | $990K | Buy |
2,770
+2,534
| +1,074% | +$893K | ﹤0.01% | 862 |
|
|
2024
Q3 | $75K | Sell |
236
-900
| -79% | -$251K | ﹤0.01% | 1527 |
|
|
2024
Q2 | $287K | Sell |
1,136
-1,250
| -52% | -$327K | ﹤0.01% | 1228 |
|
|
2024
Q1 | $718K | Buy |
2,386
+50
| +2% | +$14.8K | ﹤0.01% | 965 |
|
|
2023
Q4 | $769K | Buy |
2,336
+2,100
| +890% | +$576K | 0.01% | 927 |
|
|
2023
Q3 | $69.7K | Hold |
236
| – | – | ﹤0.01% | 1628 |
|
|
2023
Q2 | $71.8K | Hold |
236
| – | – | ﹤0.01% | 1620 |
|
|
2023
Q1 | $54K | Buy |
236
+215
| +1,024% | +$52.3K | ﹤0.01% | 1694 |
|
|
2022
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 2310 |
|
|
2022
Q3 | $4K | Sell |
21
-2,448
| -99% | -$640K | ﹤0.01% | 2321 |
|
|
2022
Q2 | $679K | Buy |
2,469
+2,409
| +4,015% | +$702K | 0.01% | 949 |
|
|
2022
Q1 | $18K | Hold |
60
| – | – | ﹤0.01% | 2077 |
|
|
2021
Q4 | $18K | Sell |
60
-700
| -92% | -$216K | ﹤0.01% | 1936 |
|
|
2021
Q3 | $241 | Hold |
760
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q2 | $261 | Sell |
760
-235
| -24% | -$85K | ﹤0.01% | 1321 |
|
|
2021
Q1 | $388 | Hold |
995
| – | – | ﹤0.01% | 1241 |
|
|
2020
Q4 | $291K | Buy |
995
+310
| +45% | +$84.8K | ﹤0.01% | 1336 |
|
|
2020
Q3 | $156K | Buy |
685
+500
| +270% | +$112K | ﹤0.01% | 1393 |
|
|
2020
Q2 | $28K | Buy |
185
+15
| +9% | +$1.72K | ﹤0.01% | 1705 |
|
|
2020
Q1 | $14K | Sell |
170
-60
| -26% | -$7.24K | ﹤0.01% | 1786 |
|
|
2019
Q4 | $34K | Buy |
230
+120
| +109% | +$18K | ﹤0.01% | 1596 |
|
|
2019
Q3 | $15K | Buy |
110
+20
| +22% | +$2.56K | ﹤0.01% | 1684 |
|
|
2019
Q2 | $11K | Hold |
90
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q1 | $8K | Hold |
90
| – | – | ﹤0.01% | 1821 |
|
|
2018
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 1725 |
|
|
2018
Q3 | $7K | Sell |
90
-20
| -18% | -$1.76K | ﹤0.01% | 1807 |
|
|
2018
Q2 | $10K | Hold |
110
| – | – | ﹤0.01% | 1738 |
|
|
2018
Q1 | $11K | Sell |
110
-50
| -31% | -$5.66K | ﹤0.01% | 1625 |
|
|
2017
Q4 | $18K | Hold |
160
| – | – | ﹤0.01% | 1571 |
|
|
2017
Q3 | $19K | Hold |
160
| – | – | ﹤0.01% | 1543 |
|
|
2017
Q2 | $15K | Buy |
160
+50
| +45% | +$4.52K | ﹤0.01% | 1571 |
|
|
2017
Q1 | $9K | Sell |
110
-90
| -45% | -$8.72K | ﹤0.01% | 1700 |
|
|
2016
Q4 | $19K | Sell |
200
-400
| -67% | -$36.7K | ﹤0.01% | 1656 |
|
|
2016
Q3 | $57K | Hold |
600
| – | – | ﹤0.01% | 1393 |
|
|
2016
Q2 | $43K | Sell |
600
-5,000
| -89% | -$401K | ﹤0.01% | 1410 |
|
|
2016
Q1 | $489K | Buy |
+5,600
| New | +$481K | 0.01% | 1009 |
|
|
2013
Q4 | – | Sell |
-7,500
| Closed | -$547K | – | 1322 |
|
|
2013
Q3 | $547K | Buy |
+7,500
| New | +$490K | 0.01% | 982 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
