Principal Financial 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 | $13.5M | Buy |
54,197
+2,037
| +4% | +$605K | 0.01% | 1153 |
|
|
2025
Q4 | $17.3M | Sell |
52,160
-4,758
| -8% | -$1.51M | 0.01% | 978 |
|
|
2025
Q3 | $18M | Sell |
56,918
-2,114
| -4% | -$682K | 0.01% | 928 |
|
|
2025
Q2 | $19.9M | Sell |
59,032
-2,251
| -4% | -$696K | 0.01% | 841 |
|
|
2025
Q1 | $18M | Buy |
61,283
+211
| +0.3% | +$71.9K | 0.01% | 897 |
|
|
2024
Q4 | $21.8M | Sell |
61,072
-891
| -1% | -$314K | 0.01% | 808 |
|
|
2024
Q3 | $19.7M | Sell |
61,963
-29,306
| -32% | -$8.17M | 0.01% | 852 |
|
|
2024
Q2 | $23M | Sell |
91,269
-12,360
| -12% | -$3.24M | 0.01% | 767 |
|
|
2024
Q1 | $31.2M | Buy |
103,629
+2,621
| +3% | +$775K | 0.02% | 663 |
|
|
2023
Q4 | $33.3M | Sell |
101,008
-629
| -0.6% | -$173K | 0.02% | 592 |
|
|
2023
Q3 | $30M | Sell |
101,637
-1,696
| -2% | -$517K | 0.02% | 576 |
|
|
2023
Q2 | $31.4M | Sell |
103,333
-4,844
| -4% | -$1.16M | 0.02% | 595 |
|
|
2023
Q1 | $24.8M | Buy |
108,177
+975
| +0.9% | +$237K | 0.02% | 723 |
|
|
2022
Q4 | $21.9M | Sell |
107,202
-111
| -0.1% | -$23.7K | 0.02% | 760 |
|
|
2022
Q3 | $23M | Sell |
107,313
-6,567
| -6% | -$1.72M | 0.02% | 686 |
|
|
2022
Q2 | $31.3M | Buy |
113,880
+10,979
| +11% | +$3.2M | 0.02% | 565 |
|
|
2022
Q1 | $30.9M | Sell |
102,901
-49
| -0% | -$15.3K | 0.02% | 644 |
|
|
2021
Q4 | $30.6M | Sell |
102,950
-1,614
| -2% | -$499K | 0.02% | 658 |
|
|
2021
Q3 | $33.2M | Buy |
104,564
+1,047
| +1% | +$365K | 0.02% | 598 |
|
|
2021
Q2 | $35.6M | Buy |
103,517
+9,712
| +10% | +$3.51M | 0.02% | 589 |
|
|
2021
Q1 | $36.6M | Buy |
93,805
+13,918
| +17% | +$5M | 0.03% | 551 |
|
|
2020
Q4 | $23.4M | Sell |
79,887
-890
| -1% | -$243K | 0.02% | 677 |
|
|
2020
Q3 | $18.4M | Sell |
80,777
-95,127
| -54% | -$21.4M | 0.02% | 709 |
|
|
2020
Q2 | $26.6M | Sell |
175,904
-6,738
| -4% | -$771K | 0.02% | 532 |
|
|
2020
Q1 | $14.9M | Sell |
182,642
-6,655
| -4% | -$803K | 0.02% | 677 |
|
|
2019
Q4 | $27.8M | Buy |
189,297
+8,947
| +5% | +$1.34M | 0.02% | 600 |
|
|
2019
Q3 | $23.9M | Sell |
180,350
-1,782
| -1% | -$228K | 0.02% | 646 |
|
|
2019
Q2 | $21.6M | Sell |
182,132
-969
| -0.5% | -$107K | 0.02% | 712 |
|
|
2019
Q1 | $17M | Sell |
183,101
-3,672
| -2% | -$319K | 0.02% | 899 |
|
|
2018
Q4 | $14.3M | Sell |
186,773
-3,549
| -2% | -$281K | 0.02% | 933 |
|
|
2018
Q3 | $15.5M | Buy |
190,322
+1,191
| +0.6% | +$105K | 0.01% | 1044 |
|
|
2018
Q2 | $17.9M | Buy |
189,131
+1,242
| +0.7% | +$123K | 0.02% | 893 |
|
|
2018
Q1 | $18.9M | Buy |
187,889
+5,321
| +3% | +$602K | 0.02% | 821 |
|
|
2017
Q4 | $20.7M | Sell |
182,568
-2,767
| -1% | -$322K | 0.02% | 793 |
|
|
2017
Q3 | $22.3M | Buy |
185,335
+1,251
| +0.7% | +$131K | 0.02% | 711 |
|
|
2017
Q2 | $17.3M | Sell |
184,084
-2,807
| -2% | -$254K | 0.02% | 860 |
|
|
2017
Q1 | $16M | Buy |
186,891
+11,846
| +7% | +$1.15M | 0.02% | 875 |
|
|
2016
Q4 | $16.9M | Buy |
175,045
+447
| +0.3% | +$41K | 0.02% | 812 |
|
|
2016
Q3 | $16.7M | Buy |
174,598
+3,761
| +2% | +$316K | 0.02% | 778 |
|
|
2016
Q2 | $12.1M | Buy |
170,837
+8,733
| +5% | +$700K | 0.02% | 916 |
|
|
2016
Q1 | $14.2M | Buy |
162,104
+1,302
| +0.8% | +$112K | 0.02% | 775 |
|
|
2015
Q4 | $17.2M | Buy |
160,802
+6,450
| +4% | +$741K | 0.03% | 637 |
|
|
2015
Q3 | $16.7M | Buy |
154,352
+10,813
| +8% | +$1.21M | 0.03% | 619 |
|
|
2015
Q2 | $16.2M | Sell |
143,539
-2,187
| -2% | -$233K | 0.02% | 683 |
|
|
2015
Q1 | $14.5M | Buy |
145,726
+3,112
| +2% | +$280K | 0.02% | 712 |
|
|
2014
Q4 | $12.4M | Buy |
142,614
+1,108
| +0.8% | +$85.8K | 0.02% | 805 |
|
|
2014
Q3 | $10.7M | Sell |
141,506
-1,676
| -1% | -$148K | 0.02% | 857 |
|
|
2014
Q2 | $13.5M | Sell |
143,182
-508
| -0.4% | -$38.8K | 0.02% | 739 |
|
|
2014
Q1 | $9.55M | Buy |
143,690
+5,177
| +4% | +$323K | 0.02% | 946 |
|
|
2013
Q4 | $9.62M | Buy |
138,513
+8,415
| +6% | +$565K | 0.02% | 916 |
|
|
2013
Q3 | $9.49M | Buy |
130,098
+11,457
| +10% | +$749K | 0.02% | 840 |
|
|
2013
Q2 | $6.32M | Buy |
+118,641
| New | +$5.96M | 0.01% | 1040 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
