PFS
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Prospera Financial Services’s Lithia Motors LAD Stock Holding History

Prospera Financial Services’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Sell
5,069
-65
-1% -$18.5K 0.02% 610
2026
Q1 		$1.28M Buy
5,134
+265
+5% +$78.7K 0.02% 624
2025
Q4 		$1.62M Sell
4,869
-409
-8% -$130K 0.03% 533
2025
Q3 		$1.67M Sell
5,278
-721
-12% -$233K 0.03% 524
2025
Q2 		$2.03M Buy
5,999
+3,279
+121% +$1.01M 0.04% 461
2025
Q1 		$798K Buy
+2,720
New +$926K 0.02% 625
2023
Q2 		– Sell
-1,867
Closed -$427K – 1050
2023
Q1 		$427K Sell
1,867
-14
-0.7% -$3.4K 0.02% 662
2022
Q4 		$385K Buy
1,881
+18
+1% +$3.85K 0.02% 606
2022
Q3 		$400K Buy
1,863
+111
+6% +$29K 0.02% 587
2022
Q2 		$481K Buy
1,752
+9
+0.5% +$2.62K 0.02% 524
2022
Q1 		$523K Buy
+1,743
New +$544K 0.02% 587

Other funds holding LAD

RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return