SWM

SeaCrest Wealth Management’s Lithia Motors LAD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.32M	Sell	6,873 -1	-0%	-$338	0.25%	73
2025 Q1	$2.02M	Sell	6,874 -70	-1%	-$20.5K	0.23%	76
2024 Q4	$2.48M	Sell	6,944 -6	-0.1%	-$2.15K	0.26%	63
2024 Q3	$2.21M	Buy	6,950 +2,427	+54%	+$771K	0.24%	74
2024 Q2	$1.14M	Hold	4,523	–	–	0.13%	156
2024 Q1	$1.36M	Hold	4,523	–	–	0.17%	124
2023 Q4	$1.34M	Sell	4,523 -5	-0.1%	-$1.49K	0.17%	125
2023 Q3	$1.34M	Sell	4,528 -1,000	-18%	-$295K	0.17%	114
2023 Q2	$1.68M	Hold	5,528	–	–	0.21%	99
2023 Q1	$1.27M	Hold	5,528	–	–	0.17%	130
2022 Q4	$1.13M	Hold	5,528	–	–	0.16%	143
2022 Q3	$1.19M	Buy	5,528 +6	+0.1%	+$1.29K	0.18%	123
2022 Q2	$1.52M	Hold	5,522	–	–	0.19%	95
2022 Q1	$1.66M	Hold	5,522	–	–	0.19%	110
2021 Q4	$1.64M	Hold	5,522	–	–	0.18%	107
2021 Q3	$1.75M	Hold	5,522	–	–	0.21%	96
2021 Q2	$1.9M	Sell	5,522 -1	-0%	-$344	0.23%	88
2021 Q1	$2.15M	Buy	5,523 +1	+0%	+$390	0.29%	74
2020 Q4	$1.62M	Hold	5,522	–	–	0.23%	98
2020 Q3	$1.26M	Sell	5,522 -1,200	-18%	-$274K	0.2%	108
2020 Q2	$1.02M	Buy	6,722 +2,500	+59%	+$378K	0.18%	119
2020 Q1	$345K	Buy	4,222 +74	+2%	+$6.05K	0.07%	289
2019 Q4	$610K	Sell	4,148 -2,000	-33%	-$294K	0.1%	231
2019 Q3	$814K	Hold	6,148	–	–	0.15%	164
2019 Q2	$730K	Hold	6,148	–	–	0.15%	168
2019 Q1	$570K	Hold	6,148	–	–	0.1%	208
2018 Q4	$469K	Sell	6,148 -198	-3%	-$15.1K	0.1%	219
2018 Q3	$518K	Hold	6,346	–	–	0.09%	249
2018 Q2	$600K	Hold	6,346	–	–	0.11%	208
2018 Q1	$638K	Hold	6,346	–	–	0.12%	184
2017 Q4	$721K	Buy	+6,346	New	+$721K	0.13%	155