Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
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|
2025
Q2 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $55K | Sell |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $8K | Buy |
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