Rise Advisors’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 | $50.3K | Hold |
149
| – | – | 0.02% | 233 |
|
|
2025
Q1 | $43.7K | Sell |
149
-43
| -22% | -$12.6K | 0.02% | 249 |
|
|
2024
Q4 | $68.5K | Buy |
192
+1
| +0.5% | +$357 | 0.03% | 182 |
|
|
2024
Q3 | $60.8K | Hold |
191
| – | – | 0.03% | 206 |
|
|
2024
Q2 | $48.2K | Hold |
191
| – | – | 0.03% | 240 |
|
|
2024
Q1 | $57.4K | Buy |
191
+85
| +80% | +$25.5K | 0.03% | 211 |
|
|
2023
Q4 | $35K | Hold |
106
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $31.4K | Buy |
+106
| New | +$31.4K | 0.02% | 184 |
|