Richards, Merrill & Peterson’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	–	Sell	-285	Closed	-$83.7K	–	346
2025 Q1	$83.7K	Sell	285 -20	-7%	-$5.87K	0.04%	201
2024 Q4	$109K	Buy	+305	New	+$109K	0.06%	180