Prospera Financial Services’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 | $2.03M | Buy |
5,999
+3,279
| +121% | +$1.11M | 0.04% | 461 |
|
|
2025
Q1 | $798K | Buy |
+2,720
| New | +$798K | 0.02% | 625 |
|
|
2023
Q2 | – | Sell |
-1,867
| Closed | -$427K | – | 1050 |
|
|
2023
Q1 | $427K | Sell |
1,867
-14
| -0.7% | -$3.21K | 0.02% | 662 |
|
|
2022
Q4 | $385K | Buy |
1,881
+18
| +1% | +$3.69K | 0.02% | 606 |
|
|
2022
Q3 | $400K | Buy |
1,863
+111
| +6% | +$23.8K | 0.02% | 587 |
|
|
2022
Q2 | $481K | Buy |
1,752
+9
| +0.5% | +$2.47K | 0.02% | 524 |
|
|
2022
Q1 | $523K | Buy |
+1,743
| New | +$523K | 0.02% | 587 |
|