Plante Moran Financial Advisors’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 | $26K | Hold |
77
| – | – | ﹤0.01% | 445 |
|
|
2025
Q1 | $22.6K | Hold |
77
| – | – | ﹤0.01% | 470 |
|
|
2024
Q4 | $27.5K | Hold |
77
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $24.5K | Hold |
77
| – | – | ﹤0.01% | 494 |
|
|
2024
Q2 | $19.4K | Hold |
77
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $23.2K | Hold |
77
| – | – | ﹤0.01% | 482 |
|
|
2023
Q4 | $25.4K | Hold |
77
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $22.7K | Hold |
77
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $23.4K | Hold |
77
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $17.6K | Hold |
77
| – | – | ﹤0.01% | 471 |
|
|
2022
Q4 | $15.8K | Hold |
77
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $17K | Sell |
77
-7
| -8% | -$1.55K | ﹤0.01% | 494 |
|
|
2022
Q2 | $23K | Buy |
84
+7
| +9% | +$1.92K | ﹤0.01% | 438 |
|
|
2022
Q1 | $23K | Hold |
77
| – | – | ﹤0.01% | 469 |
|
|
2021
Q4 | $23K | Hold |
77
| – | – | ﹤0.01% | 523 |
|
|
2021
Q3 | $24K | Hold |
77
| – | – | 0.01% | 524 |
|
|
2021
Q2 | $26K | Sell |
77
-25
| -25% | -$8.44K | 0.01% | 508 |
|
|
2021
Q1 | $40K | Buy |
102
+25
| +32% | +$9.8K | 0.01% | 409 |
|
|
2020
Q4 | $23K | Hold |
77
| – | – | 0.01% | 503 |
|
|
2020
Q3 | $18K | Buy |
+77
| New | +$18K | 0.01% | 522 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | – | – | 903 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 983 |
|
|
2017
Q1 | – | Sell |
-41
| Closed | -$4K | – | 953 |
|
|
2016
Q4 | $4K | Buy |
41
+14
| +52% | +$1.37K | ﹤0.01% | 754 |
|
|
2016
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 788 |
|