Private 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 | $676 | Hold |
2
| – | – | ﹤0.01% | 1361 |
|
|
2025
Q1 | $588 | Hold |
2
| – | – | ﹤0.01% | 1372 |
|
|
2024
Q4 | $715 | Hold |
2
| – | – | ﹤0.01% | 1377 |
|
|
2024
Q3 | $636 | Hold |
2
| – | – | ﹤0.01% | 1386 |
|
|
2024
Q2 | $505 | Sell |
2
-5
| -71% | -$1.26K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $2.11K | Hold |
7
| – | – | ﹤0.01% | 940 |
|
|
2023
Q4 | $2.31K | Buy |
+7
| New | +$2.31K | ﹤0.01% | 922 |
|