O'Shaughnessy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $471K | Buy |
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|
2024
Q4 | $565K | Buy |
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|
2024
Q3 | $374K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $61K | Sell |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | $81K | Buy |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $29K | Buy |
|