Shell Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $570K | Buy |
|
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|
2024
Q1 | $453K | Buy |
|
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|
2023
Q4 | $293K | Sell |
|
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $243K | Sell |
|
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $481K | Sell |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $658K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $888K | Sell |
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|
2016
Q2 | $690K | Sell |
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|
2016
Q1 | $2.79M | Sell |
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|
2015
Q4 | $4.96M | Sell |
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|
2015
Q3 | $4.52M | Buy |
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|
2015
Q2 | $6.09M | Sell |
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|
2015
Q1 | $5.59M | Sell |
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|
2014
Q4 | $5.17M | Hold |
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|
2014
Q3 | $4.52M | Buy |
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|
2014
Q2 | $5.37M | Sell |
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|
2014
Q1 | $3.84M | Sell |
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|
2013
Q4 | $4.03M | Buy |
|
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|
2013
Q3 | $3.55M | Sell |
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|
2013
Q2 | $2.95M | Buy |
|