SeaCrest Wealth Management’s Lithia Motors LAD Stock Holding History
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
ACM
RRAM
LAM
SeaCrest Wealth Management's LAD Position: Q2 2026 in Review
SeaCrest Wealth Management held its Lithia Motors (LAD) position steady in Q2 2026 at 6,273 shares worth $1.82M. The position accounts for 0.2% of the portfolio, ranked #93.
SeaCrest Wealth Management first reported a position in LAD in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.48M in Q4 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.
- SeaCrest Wealth Management held 6,273 shares of Lithia Motors worth $1.82M as of Q2 2026.
- SeaCrest Wealth Management left its Lithia Motors share count unchanged in Q2 2026.
- Lithia Motors made up 0.2% of SeaCrest Wealth Management's portfolio in Q2 2026, its #93 holding.
- SeaCrest Wealth Management first reported a position in Lithia Motors in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's Lithia Motors position peaked at $2.48M in Q4 2024.
- 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.