Security National Bank’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 | $16.9K | Hold |
50
| – | – | ﹤0.01% | 264 |
|
2025
Q1 | $14.7K | Hold |
50
| – | – | ﹤0.01% | 270 |
|
2024
Q4 | $17.9K | Hold |
50
| – | – | ﹤0.01% | 254 |
|
2024
Q3 | $15.9K | Hold |
50
| – | – | ﹤0.01% | 243 |
|
2024
Q2 | $12.6K | Hold |
50
| – | – | ﹤0.01% | 246 |
|
2024
Q1 | $15K | Buy |
50
+20
| +67% | +$6.02K | ﹤0.01% | 235 |
|
2023
Q4 | $9.88K | Buy |
+30
| New | +$9.88K | ﹤0.01% | 251 |
|