Principal Securities’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 | $15.2K | Buy |
45
+14
| +45% | +$4.73K | ﹤0.01% | 2451 |
|
|
2025
Q1 | $11.1K | Hold |
31
| – | – | ﹤0.01% | 2477 |
|
|
2024
Q4 | $11.1K | Buy |
31
+1
| +3% | +$357 | ﹤0.01% | 2473 |
|
|
2024
Q3 | $9.53K | Sell |
30
-7
| -19% | -$2.22K | ﹤0.01% | 2461 |
|
|
2024
Q2 | $9.34K | Sell |
37
-3
| -8% | -$757 | ﹤0.01% | 2424 |
|
|
2024
Q1 | $12K | Sell |
40
-18
| -31% | -$5.42K | ﹤0.01% | 2244 |
|
|
2023
Q4 | $19.1K | Buy |
+58
| New | +$19.1K | ﹤0.01% | 1941 |
|