Oppenheimer Asset Management’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 | $568K | Sell |
2,273
-314
| -12% | -$93.3K | 0.01% | 848 |
|
|
2025
Q4 | $860K | Sell |
2,587
-470
| -15% | -$149K | 0.01% | 711 |
|
|
2025
Q3 | $966K | Buy |
3,057
+645
| +27% | +$208K | 0.01% | 763 |
|
|
2025
Q2 | $815K | Sell |
2,412
-135
| -5% | -$41.8K | 0.01% | 783 |
|
|
2025
Q1 | $748K | Sell |
2,547
-31
| -1% | -$10.6K | 0.01% | 781 |
|
|
2024
Q4 | $921K | Buy |
2,578
+65
| +3% | +$22.9K | 0.01% | 739 |
|
|
2024
Q3 | $798K | Sell |
2,513
-1,783
| -42% | -$497K | 0.01% | 774 |
|
|
2024
Q2 | $1.08M | Sell |
4,296
-1,371
| -24% | -$359K | 0.01% | 696 |
|
|
2024
Q1 | $1.7M | Sell |
5,667
-2,973
| -34% | -$879K | 0.03% | 543 |
|
|
2023
Q4 | $2.84M | Sell |
8,640
-327
| -4% | -$89.7K | 0.04% | 414 |
|
|
2023
Q3 | $2.65M | Sell |
8,967
-353
| -4% | -$108K | 0.04% | 407 |
|
|
2023
Q2 | $2.83M | Buy |
9,320
+136
| +1% | +$32.6K | 0.04% | 414 |
|
|
2023
Q1 | $2.1M | Buy |
9,184
+1,188
| +15% | +$289K | 0.03% | 479 |
|
|
2022
Q4 | $1.64M | Sell |
7,996
-1,296
| -14% | -$277K | 0.03% | 534 |
|
|
2022
Q3 | $1.99M | Sell |
9,292
-1,290
| -12% | -$337K | 0.04% | 451 |
|
|
2022
Q2 | $2.91M | Sell |
10,582
-2,051
| -16% | -$598K | 0.05% | 378 |
|
|
2022
Q1 | $3.79M | Sell |
12,633
-54
| -0.4% | -$16.9K | 0.05% | 359 |
|
|
2021
Q4 | $3.77M | Sell |
12,687
-783
| -6% | -$242K | 0.05% | 369 |
|
|
2021
Q3 | $4.27M | Buy |
13,470
+1,533
| +13% | +$534K | 0.06% | 334 |
|
|
2021
Q2 | $4.1M | Buy |
11,937
+3,001
| +34% | +$1.09M | 0.06% | 340 |
|
|
2021
Q1 | $3.49M | Buy |
8,936
+1,337
| +18% | +$480K | 0.05% | 363 |
|
|
2020
Q4 | $2.22M | Buy |
7,599
+2,122
| +39% | +$580K | 0.04% | 459 |
|
|
2020
Q3 | $1.25M | Sell |
5,477
-35
| -0.6% | -$7.87K | 0.02% | 550 |
|
|
2020
Q2 | $834K | Sell |
5,512
-392
| -7% | -$44.9K | 0.02% | 648 |
|
|
2020
Q1 | $483K | Sell |
5,904
-285
| -5% | -$34.4K | 0.01% | 744 |
|
|
2019
Q4 | $910K | Sell |
6,189
-85
| -1% | -$12.8K | 0.02% | 658 |
|
|
2019
Q3 | $831K | Sell |
6,274
-409
| -6% | -$52.3K | 0.02% | 661 |
|
|
2019
Q2 | $794K | Sell |
6,683
-116
| -2% | -$12.8K | 0.02% | 690 |
|
|
2019
Q1 | $631K | Buy |
6,799
+783
| +13% | +$68.1K | 0.01% | 734 |
|
|
2018
Q4 | $459K | Sell |
6,016
-589
| -9% | -$46.6K | 0.01% | 791 |
|
|
2018
Q3 | $539K | Sell |
6,605
-2,289
| -26% | -$202K | 0.01% | 794 |
|
|
2018
Q2 | $841K | Sell |
8,894
-3,586
| -29% | -$355K | 0.02% | 639 |
|
|
2018
Q1 | $1.25M | Sell |
12,480
-433
| -3% | -$49K | 0.03% | 533 |
|
|
2017
Q4 | $1.55M | Hold |
12,913
| – | – | 0.04% | 454 |
|
|
2017
Q3 | $1.55M | Sell |
12,913
-183
| -1% | -$19.1K | 0.04% | 456 |
|
|
2017
Q2 | $1.23M | Buy |
13,096
+75
| +0.6% | +$6.78K | 0.03% | 518 |
|
|
2017
Q1 | $1.12M | Buy |
+13,021
| New | +$1.26M | 0.03% | 533 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
