Pathstone Holdings’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
2,733
-15
| -0.5% | -$5.07K | ﹤0.01% | 1440 |
|
|
2025
Q1 | $807K | Sell |
2,748
-130
| -5% | -$38.2K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $1.03M | Sell |
2,878
-162
| -5% | -$57.9K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $966K | Sell |
3,040
-21
| -0.7% | -$6.67K | ﹤0.01% | 1383 |
|
|
2024
Q2 | $773K | Buy |
3,061
+34
| +1% | +$8.58K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $911K | Sell |
3,027
-314
| -9% | -$94.5K | ﹤0.01% | 1329 |
|
|
2023
Q4 | $1.1M | Buy |
+3,341
| New | +$1.1M | 0.01% | 1032 |
|