SeaCrest Wealth Management’s Lithia Motors LAD Stock Holding History

SeaCrest Wealth Management’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Hold	6,273	–	–	0.2%	93
2026 Q1	$1.57M	Hold	6,273	–	–	0.17%	110
2025 Q4	$2.05M	Sell	6,273 -600	-9%	-$191K	0.21%	88
2025 Q3	$2.07M	Hold	6,873	–	–	0.22%	84
2025 Q2	$2.32M	Sell	6,873 -1	-0%	-$309	0.25%	73
2025 Q1	$2.02M	Sell	6,874 -70	-1%	-$23.8K	0.23%	76
2024 Q4	$2.48M	Sell	6,944 -6	-0.1%	-$2.11K	0.26%	63
2024 Q3	$2.21M	Buy	6,950 +2,427	+54%	+$677K	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%	-$1.37K	0.17%	125
2023 Q3	$1.34M	Sell	4,528 -1,000	-18%	-$305K	0.17%	115
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%	+$1.57K	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%	-$362	0.23%	88
2021 Q1	$2.15M	Buy	5,523 +1	+0%	+$359	0.29%	74
2020 Q4	$1.62M	Hold	5,522	–	–	0.23%	98
2020 Q3	$1.26M	Sell	5,522 -1,200	-18%	-$270K	0.2%	108
2020 Q2	$1.02M	Buy	6,722 +2,500	+59%	+$286K	0.18%	119
2020 Q1	$345K	Buy	4,222 +74	+2%	+$8.93K	0.07%	289
2019 Q4	$610K	Sell	4,148 -2,000	-33%	-$301K	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%	-$15.7K	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	+$738K	0.13%	155

Other funds holding LAD

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return