Prestige Wealth Management Group’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 | $2.7K | Hold |
8
| – | – | ﹤0.01% | 678 |
|
|
2025
Q1 | $2.35K | Hold |
8
| – | – | ﹤0.01% | 705 |
|
|
2024
Q4 | $2.86K | Hold |
8
| – | – | ﹤0.01% | 709 |
|
|
2024
Q3 | $2.54K | Hold |
8
| – | – | ﹤0.01% | 729 |
|
|
2024
Q2 | $2.02K | Hold |
8
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $2.41K | Hold |
8
| – | – | ﹤0.01% | 708 |
|
|
2023
Q4 | $2.64K | Hold |
8
| – | – | ﹤0.01% | 696 |
|
|
2023
Q3 | $2.36K | Hold |
8
| – | – | ﹤0.01% | 694 |
|
|
2023
Q2 | $2.43K | Sell |
8
-2
| -20% | -$608 | ﹤0.01% | 724 |
|
|
2023
Q1 | $2.29K | Sell |
10
-11
| -52% | -$2.52K | ﹤0.01% | 721 |
|
|
2022
Q4 | $4.3K | Buy |
21
+13
| +163% | +$2.66K | ﹤0.01% | 650 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 744 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 757 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 776 |
|
|
2021
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 799 |
|
|
2021
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 736 |
|
|
2021
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 732 |
|
|
2021
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 723 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 763 |
|
|
2020
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 685 |
|
|
2020
Q2 | $1K | Sell |
8
-2
| -20% | -$250 | ﹤0.01% | 795 |
|
|
2020
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 781 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 846 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1054 |
|