Parkside Financial Bank & Trust’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 | $35.7K | Buy |
143
+22
| +18% | +$6.54K | ﹤0.01% | 1092 |
|
|
2025
Q4 | $40.2K | Buy |
121
+16
| +15% | +$5.08K | ﹤0.01% | 1046 |
|
|
2025
Q3 | $33.2K | Buy |
105
+45
| +75% | +$14.5K | ﹤0.01% | 1075 |
|
|
2025
Q2 | $20.3K | Hold |
60
| – | – | ﹤0.01% | 1228 |
|
|
2025
Q1 | $17.6K | Buy |
60
+40
| +200% | +$13.6K | ﹤0.01% | 1187 |
|
|
2024
Q4 | $7.15K | Hold |
20
| – | – | ﹤0.01% | 1376 |
|
|
2024
Q3 | $6.35K | Hold |
20
| – | – | ﹤0.01% | 1381 |
|
|
2024
Q2 | $5.05K | Sell |
20
-4
| -17% | -$1.05K | ﹤0.01% | 1369 |
|
|
2024
Q1 | $7.22K | Hold |
24
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q4 | $7.9K | Buy |
24
+2
| +9% | +$549 | ﹤0.01% | 1199 |
|
|
2023
Q3 | $6.5K | Hold |
22
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q2 | $6.69K | Hold |
22
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q1 | $5.04K | Sell |
22
-2
| -8% | -$486 | ﹤0.01% | 1364 |
|
|
2022
Q4 | $4.91K | Sell |
24
-8
| -25% | -$1.71K | ﹤0.01% | 1327 |
|
|
2022
Q3 | $7K | Buy |
32
+3
| +10% | +$784 | ﹤0.01% | 1104 |
|
|
2022
Q2 | $7K | Sell |
29
-6
| -17% | -$1.75K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $11K | Buy |
35
+7
| +25% | +$2.19K | ﹤0.01% | 994 |
|
|
2021
Q4 | $9K | Sell |
28
-2
| -7% | -$618 | ﹤0.01% | 1066 |
|
|
2021
Q3 | $10K | Hold |
30
| – | – | ﹤0.01% | 971 |
|
|
2021
Q2 | $10K | Buy |
30
+2
| +7% | +$723 | ﹤0.01% | 965 |
|
|
2021
Q1 | $11K | Sell |
28
-315
| -92% | -$113K | ﹤0.01% | 909 |
|
|
2020
Q4 | $100K | Sell |
343
-76
| -18% | -$20.8K | 0.03% | 316 |
|
|
2020
Q3 | $96K | Sell |
419
-285
| -40% | -$64.1K | 0.03% | 300 |
|
|
2020
Q2 | $107K | Sell |
704
-141
| -17% | -$16.1K | 0.04% | 292 |
|
|
2020
Q1 | $69K | Buy |
845
+27
| +3% | +$3.26K | 0.03% | 318 |
|
|
2019
Q4 | $120K | Buy |
818
+24
| +3% | +$3.61K | 0.04% | 259 |
|
|
2019
Q3 | $105K | Sell |
794
-12
| -1% | -$1.53K | 0.03% | 270 |
|
|
2019
Q2 | $96K | Buy |
806
+52
| +7% | +$5.75K | 0.03% | 282 |
|
|
2019
Q1 | $70K | Buy |
754
+54
| +8% | +$4.7K | 0.02% | 304 |
|
|
2018
Q4 | $53K | Buy |
700
+98
| +16% | +$7.75K | 0.02% | 344 |
|
|
2018
Q3 | $49K | Buy |
602
+1
| +0.2% | +$88 | 0.02% | 369 |
|
|
2018
Q2 | $57K | Buy |
601
+27
| +5% | +$2.67K | 0.02% | 331 |
|
|
2018
Q1 | $58K | Buy |
574
+100
| +21% | +$11.3K | 0.02% | 316 |
|
|
2017
Q4 | $53K | Sell |
474
-6
| -1% | -$698 | 0.02% | 346 |
|
|
2017
Q3 | $58K | Sell |
480
-14
| -3% | -$1.47K | 0.02% | 312 |
|
|
2017
Q2 | $47K | Buy |
494
+159
| +47% | +$14.4K | 0.02% | 350 |
|
|
2017
Q1 | $29K | Sell |
335
-20
| -6% | -$1.94K | 0.01% | 432 |
|
|
2016
Q4 | $34K | Sell |
355
-29
| -8% | -$2.66K | 0.01% | 405 |
|
|
2016
Q3 | $37K | Buy |
+384
| New | +$32.3K | 0.02% | 428 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
