Simplex Trading’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
Q1 | $74.9K | Buy |
300
+200
| +200% | +$59.4K | ﹤0.01% | 5413 |
|
|
2025
Q4 | $33.2K | Sell |
100
-100
| -50% | -$31.8K | ﹤0.01% | 6025 |
|
|
2025
Q3 | $63K | Buy |
200
+100
| +100% | +$32.3K | ﹤0.01% | 6224 |
|
|
2025
Q2 | $33K | Sell |
100
-100
| -50% | -$30.9K | ﹤0.01% | 6316 |
|
|
2025
Q1 | $58K | Sell |
200
-800
| -80% | -$272K | ﹤0.01% | 5611 |
|
|
2024
Q4 | $357K | Sell |
1,000
-8,600
| -90% | -$3.03M | ﹤0.01% | 3886 |
|
|
2024
Q3 | $3.05M | Buy |
9,600
+5,900
| +159% | +$1.64M | ﹤0.01% | 1908 |
|
|
2024
Q2 | $934K | Sell |
3,700
-6,300
| -63% | -$1.65M | ﹤0.01% | 2984 |
|
|
2024
Q1 | $3.01M | Buy |
10,000
+3,000
| +43% | +$887K | ﹤0.01% | 2031 |
|
|
2023
Q4 | $2.3M | Sell |
7,000
-43,200
| -86% | -$11.9M | ﹤0.01% | 2244 |
|
|
2023
Q3 | $14.8M | Buy |
50,200
+43,700
| +672% | +$13.3M | 0.01% | 724 |
|
|
2023
Q2 | $1.98M | Sell |
6,500
-17,700
| -73% | -$4.24M | ﹤0.01% | 1986 |
|
|
2023
Q1 | $5.54M | Buy |
24,200
+23,000
| +1,917% | +$5.59M | ﹤0.01% | 1241 |
|
|
2022
Q4 | $245K | Sell |
1,200
-5,200
| -81% | -$1.11M | ﹤0.01% | 3976 |
|
|
2022
Q3 | $1.37M | Sell |
6,400
-8,900
| -58% | -$2.33M | ﹤0.01% | 2315 |
|
|
2022
Q2 | $4.2M | Buy |
15,300
+5,500
| +56% | +$1.6M | ﹤0.01% | 1253 |
|
|
2022
Q1 | $2.94M | Buy |
9,800
+8,600
| +717% | +$2.68M | ﹤0.01% | 1724 |
|
|
2021
Q4 | $356K | Sell |
1,200
-6,200
| -84% | -$1.92M | ﹤0.01% | 4305 |
|
|
2021
Q3 | $2.61M | Hold |
7,400
| – | – | ﹤0.01% | 1823 |
|
|
2021
Q2 | $2.54M | Buy |
7,400
+7,353
| +15,645% | +$2.66M | ﹤0.01% | 1861 |
|
|
2021
Q1 | $1.83M | Sell |
47
-12
| -20% | -$4.31K | ﹤0.01% | 1707 |
|
|
2020
Q4 | $1.73M | Sell |
59
-75
| -56% | -$20.5K | ﹤0.01% | 1925 |
|
|
2020
Q3 | $3.05M | Buy |
134
+108
| +415% | +$24.3K | ﹤0.01% | 1191 |
|
|
2020
Q2 | $393K | Sell |
26
-70
| -73% | -$8.01K | ﹤0.01% | 3205 |
|
|
2020
Q1 | $785K | Buy |
96
+55
| +134% | +$6.63K | ﹤0.01% | 2116 |
|
|
2019
Q4 | $602K | Buy |
41
+31
| +310% | +$4.66K | ﹤0.01% | 2566 |
|
|
2019
Q3 | $132K | Buy |
+10
| New | +$1.28K | ﹤0.01% | 4004 |
|
|
2019
Q2 | – | Sell |
-81
| Closed | -$751K | – | 7467 |
|
|
2019
Q1 | $751K | Buy |
81
+63
| +350% | +$5.48K | ﹤0.01% | 2250 |
|
|
2018
Q4 | $137K | Buy |
18
+10
| +125% | +$791 | ﹤0.01% | 3542 |
|
|
2018
Q3 | $65K | Sell |
8
-26
| -76% | -$2.29K | ﹤0.01% | 4897 |
|
|
2018
Q2 | $321K | Buy |
+34
| New | +$3.37K | ﹤0.01% | 2936 |
|
|
2018
Q1 | – | Sell |
-21
| Closed | -$5K | – | 6519 |
|
|
2017
Q4 | $5K | Buy |
21
+9
| +75% | +$1.05K | ﹤0.01% | 4510 |
|
|
2017
Q3 | $12K | Buy |
12
+4
| +50% | +$419 | ﹤0.01% | 3607 |
|
|
2017
Q2 | $2K | Sell |
8
-21
| -72% | -$1.9K | ﹤0.01% | 5273 |
|
|
2017
Q1 | $1K | Sell |
29
-26
| -47% | -$2.52K | ﹤0.01% | 5686 |
|
|
2016
Q4 | $22K | Sell |
55
-16
| -23% | -$1.47K | ﹤0.01% | 2953 |
|
|
2016
Q3 | $20K | Buy |
+71
| New | +$5.97K | ﹤0.01% | 2970 |
|
|
2016
Q2 | – | Sell |
-29
| Closed | -$3K | – | 6153 |
|
|
2016
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 4480 |
|
|
2015
Q4 | $1K | Sell |
29
-16
| -36% | -$1.84K | ﹤0.01% | 4896 |
|
|
2015
Q3 | $5K | Buy |
45
+36
| +400% | +$4.04K | ﹤0.01% | 3988 |
|
|
2015
Q2 | $4K | Buy |
9
+3
| +50% | +$319 | ﹤0.01% | 3821 |
|
|
2015
Q1 | $5K | Sell |
6
-1
| -14% | -$90 | ﹤0.01% | 3511 |
|
|
2014
Q4 | $13K | Buy |
+7
| New | +$542 | ﹤0.01% | 2393 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
Simplex Trading's LAD Position: Q1 2026 in Review
Simplex Trading opened a new position in Lithia Motors (LAD) in Q1 2026: 6,970 shares worth $1.74M. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings. This is a return to the name: Simplex Trading previously reported a position in LAD as recently as Q3 2025.
Simplex Trading first reported a position in LAD in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.75M in Q3 2021. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.
- Simplex Trading held 6,970 shares of Lithia Motors worth $1.74M as of Q1 2026.
- Lithia Motors was a new Simplex Trading position in Q1 2026.
- Lithia Motors made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1946 holding.
- Simplex Trading first reported a position in Lithia Motors in Q3 2015 and has held it in 24 quarters since.
- Simplex Trading's Lithia Motors position peaked at $1.75M in Q3 2021.
- 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.