RSC
LAD icon

Red Spruce Capital’s Lithia Motors LAD Stock Holding History

Red Spruce Capital’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 		$2.72M Buy
9,348
+288
+3% +$81.8K 0.95% 38
2026
Q1 		$2.26M Buy
9,060
+935
+12% +$278K 0.93% 37
2025
Q4 		$2.7M Buy
8,125
+229
+3% +$72.7K 1.08% 33
2025
Q3 		$2.5M Buy
7,896
+16
+0.2% +$5.16K 1.02% 34
2025
Q2 		$2.66M Buy
7,880
+44
+0.6% +$13.6K 1.15% 31
2025
Q1 		$2.3M Sell
7,836
-1,264
-14% -$430K 1.08% 32
2024
Q4 		$3.25M Buy
9,100
+905
+11% +$319K 1.44% 24
2024
Q3 		$2.6M Sell
8,195
-430
-5% -$120K 1.18% 27
2024
Q2 		$2.18M Sell
8,625
-43
-0.5% -$11.3K 1.01% 34
2024
Q1 		$2.61M Buy
8,668
+492
+6% +$145K 1.21% 26
2023
Q4 		$2.69M Sell
8,176
-80
-1% -$21.9K 1.38% 23
2023
Q3 		$2.44M Sell
8,256
-291
-3% -$88.7K 1.38% 22
2023
Q2 		$2.6M Hold
8,547
– – 1.4% 20
2023
Q1 		$1.96M Sell
8,547
-28
-0.3% -$6.81K 1.15% 29
2022
Q4 		$1.76M Buy
8,575
+856
+11% +$183K 1.12% 33
2022
Q3 		$1.66M Buy
7,719
+746
+11% +$195K 1.16% 30
2022
Q2 		$1.92M Buy
6,973
+505
+8% +$147K 1.28% 26
2022
Q1 		$1.94M Buy
6,468
+705
+12% +$220K 1.1% 33
2021
Q4 		$1.71M Buy
5,763
+554
+11% +$171K 0.94% 41
2021
Q3 		$1.65M Buy
5,209
+4,265
+452% +$1.48M 0.97% 40
2021
Q2 		$324K Buy
+944
New +$341K 0.19% 88

Other funds holding LAD

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
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return