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Sage Investment Counsel’s Lithia Motors LAD Stock Holding History

Sage Investment Counsel’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Sell
620
-80
-11% -$27K 0.24% 100
2025
Q1 		$205K Sell
700
-135
-16% -$39.6K 0.26% 98
2024
Q4 		$298K Buy
+835
New +$298K 0.39% 76