Riverview Trust Company’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 |
-60
| Closed | -$17.6K | – | 408 |
|
|
2025
Q1 | $17.6K | Hold |
60
| – | – | 0.02% | 479 |
|
|
2024
Q4 | $21.4K | Hold |
60
| – | – | 0.02% | 433 |
|
|
2024
Q3 | $19.1K | Hold |
60
| – | – | 0.02% | 503 |
|
|
2024
Q2 | $15.1K | Hold |
60
| – | – | 0.01% | 545 |
|
|
2024
Q1 | $18.1K | Buy |
+60
| New | +$18.1K | 0.01% | 528 |
|
|
2023
Q4 | – | Sell |
-60
| Closed | -$17.7K | – | 385 |
|
|
2023
Q3 | $17.7K | Hold |
60
| – | – | 0.02% | 437 |
|
|
2023
Q2 | $18.2K | Hold |
60
| – | – | 0.02% | 400 |
|
|
2023
Q1 | $13.7K | Hold |
60
| – | – | 0.01% | 551 |
|
|
2022
Q4 | $12K | Buy |
+60
| New | +$12K | 0.01% | 624 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$13K | – | 790 |
|
|
2022
Q1 | $13K | Buy |
+44
| New | +$13K | 0.01% | 677 |
|