OWM
OneAscent Wealth Management’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+716
| New | +$242K | 0.09% | 142 |
|
|
2024
Q4 | – | Sell |
-729
| Closed | -$232K | – | 177 |
|
|
2024
Q3 | $232K | Buy |
+729
| New | +$232K | 0.09% | 162 |
|
|
2024
Q2 | – | Sell |
-1,047
| Closed | -$315K | – | 138 |
|
|
2024
Q1 | $315K | Sell |
1,047
-138
| -12% | -$41.5K | 0.12% | 124 |
|
|
2023
Q4 | $390K | Buy |
1,185
+69
| +6% | +$22.7K | 0.16% | 87 |
|
|
2023
Q3 | $330K | Buy |
+1,116
| New | +$330K | 0.15% | 99 |
|