Prestige Wealth Management Group’s Lithia Motors LAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.25K	Buy	9 +1	+13%	+$297	﹤0.01%	718
2025 Q4	$2.66K	Hold	8	–	–	﹤0.01%	707
2025 Q3	$2.53K	Hold	8	–	–	﹤0.01%	694
2025 Q2	$2.7K	Hold	8	–	–	﹤0.01%	680
2025 Q1	$2.35K	Hold	8	–	–	﹤0.01%	707
2024 Q4	$2.86K	Hold	8	–	–	﹤0.01%	710
2024 Q3	$2.54K	Hold	8	–	–	﹤0.01%	731
2024 Q2	$2.02K	Hold	8	–	–	﹤0.01%	713
2024 Q1	$2.41K	Hold	8	–	–	﹤0.01%	710
2023 Q4	$2.63K	Hold	8	–	–	﹤0.01%	699
2023 Q3	$2.36K	Hold	8	–	–	﹤0.01%	699
2023 Q2	$2.43K	Sell	8 -2	-20%	-$479	﹤0.01%	728
2023 Q1	$2.29K	Sell	10 -11	-52%	-$2.67K	﹤0.01%	722
2022 Q4	$4.3K	Buy	21 +13	+163%	+$2.78K	﹤0.01%	652
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%	-$229	﹤0.01%	795
2020 Q1	$1K	Buy	+10	New	+$1.21K	﹤0.01%	781
2019 Q1	–	Sell	-10	Closed	-$1K	–	846
2018 Q4	$1K	Buy	+10	New	+$791	﹤0.01%	1054