Peak Retirement Planning’s Lithia Motors LAD Stock Holding History

Peak Retirement Planning’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.55M	Buy
2025 Q1	$981K	Buy
2024 Q4	$874K	Buy