Sendero Wealth Management’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 | $5.11M | Sell |
15,140
-322
| -2% | -$109K | 0.64% | 37 |
|
|
2025
Q1 | $4.54M | Buy |
15,462
+1,824
| +13% | +$535K | 0.63% | 35 |
|
|
2024
Q4 | $4.87M | Buy |
13,638
+604
| +5% | +$216K | 0.73% | 32 |
|
|
2024
Q3 | $4.14M | Buy |
13,034
+2,233
| +21% | +$709K | 0.65% | 32 |
|
|
2024
Q2 | $2.73M | Sell |
10,801
-1,148
| -10% | -$290K | 0.46% | 44 |
|
|
2024
Q1 | $3.59M | Buy |
11,949
+1,617
| +16% | +$486K | 0.62% | 32 |
|
|
2023
Q4 | $3.4M | Buy |
+10,332
| New | +$3.4M | 0.64% | 33 |
|