Osaic Holdings’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 | $1.71M | Sell |
6,861
-190
| -3% | -$56.4K | ﹤0.01% | 2211 |
|
|
2025
Q4 | $2.34M | Sell |
7,051
-1,663
| -19% | -$528K | ﹤0.01% | 1953 |
|
|
2025
Q3 | $2.91M | Buy |
8,714
+1,279
| +17% | +$413K | ﹤0.01% | 1870 |
|
|
2025
Q2 | $2.51M | Buy |
7,435
+230
| +3% | +$71.1K | ﹤0.01% | 1721 |
|
|
2025
Q1 | $2.12M | Buy |
7,205
+5,475
| +316% | +$1.86M | ﹤0.01% | 1628 |
|
|
2024
Q4 | $618K | Buy |
1,730
+165
| +11% | +$58.1K | ﹤0.01% | 2590 |
|
|
2024
Q3 | $497K | Sell |
1,565
-87
| -5% | -$24.3K | ﹤0.01% | 2874 |
|
|
2024
Q2 | $417K | Buy |
1,652
+34
| +2% | +$8.9K | ﹤0.01% | 2923 |
|
|
2024
Q1 | $487K | Sell |
1,618
-1,842
| -53% | -$544K | ﹤0.01% | 2959 |
|
|
2023
Q4 | $1.14M | Sell |
3,460
-1,023
| -23% | -$281K | ﹤0.01% | 2385 |
|
|
2023
Q3 | $1.32M | Sell |
4,483
-63
| -1% | -$19.2K | ﹤0.01% | 2364 |
|
|
2023
Q2 | $1.38M | Sell |
4,546
-128
| -3% | -$30.7K | ﹤0.01% | 2189 |
|
|
2023
Q1 | $1.07M | Buy |
4,674
+586
| +14% | +$143K | ﹤0.01% | 2390 |
|
|
2022
Q4 | $837K | Buy |
4,088
+529
| +15% | +$113K | ﹤0.01% | 2535 |
|
|
2022
Q3 | $765K | Buy |
3,559
+160
| +5% | +$41.8K | ﹤0.01% | 2475 |
|
|
2022
Q2 | $935K | Buy |
3,399
+339
| +11% | +$98.8K | ﹤0.01% | 2342 |
|
|
2022
Q1 | $919K | Buy |
3,060
+421
| +16% | +$131K | ﹤0.01% | 2659 |
|
|
2021
Q4 | $783K | Sell |
2,639
-442
| -14% | -$137K | ﹤0.01% | 2625 |
|
|
2021
Q3 | $978K | Sell |
3,081
-1,380
| -31% | -$480K | ﹤0.01% | 2369 |
|
|
2021
Q2 | $1.53M | Buy |
4,461
+2,159
| +94% | +$781K | ﹤0.01% | 1959 |
|
|
2021
Q1 | $900K | Sell |
2,302
-76
| -3% | -$27.3K | ﹤0.01% | 2324 |
|
|
2020
Q4 | $697K | Buy |
2,378
+34
| +1% | +$9.3K | ﹤0.01% | 2354 |
|
|
2020
Q3 | $534K | Buy |
2,344
+568
| +32% | +$128K | ﹤0.01% | 2360 |
|
|
2020
Q2 | $269K | Sell |
1,776
-847
| -32% | -$97K | ﹤0.01% | 2874 |
|
|
2020
Q1 | $215K | Buy |
+2,623
| New | +$316K | ﹤0.01% | 2804 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
