OIS
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OneAscent Investment Solutions’s Lithia Motors LAD Stock Holding History

OneAscent Investment Solutions’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Sell
977
-13
-1% -$3.86K 0.24% 116
2025
Q4 		$329K Sell
990
-145
-13% -$46K 0.35% 83
2025
Q3 		$359K Sell
1,135
-257
-18% -$82.9K 0.38% 76
2025
Q2 		$470K Buy
1,392
+482
+53% +$149K 0.5% 53
2025
Q1 		$267K Buy
+910
New +$310K 0.32% 88

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VPM
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VCM
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State Street
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RRAM
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