Phoenix Financial’s Lithia Motors LAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-950	Closed	-$285K	–	389
2024 Q1	$285K	Buy	+950	New	+$285K	﹤0.01%	335
2021 Q4	–	Sell	-4,574	Closed	-$1.58M	–	399
2021 Q3	$1.58M	Buy	+4,574	New	+$1.58M	0.03%	230