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Spire Wealth Management’s Lithia Motors LAD Stock Holding History

Spire Wealth Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24
Closed -$7.98K – 2344
2025
Q4 		$7.98K Buy
24
+6
+33% +$1.91K ﹤0.01% 1785
2025
Q3 		$5.69K Buy
+18
New +$5.81K ﹤0.01% 1929
2022
Q3 		– Sell
-2
Closed -$1K – 2416
2022
Q2 		$1K Buy
+2
New +$583 ﹤0.01% 2528
2022
Q1 		– Sell
-12
Closed -$4K – 2711
2021
Q4 		$4K Buy
+12
New +$3.71K ﹤0.01% 2633
2021
Q2 		– Sell
-17
Closed -$6K – 2793
2021
Q1 		$6K Buy
+17
New +$6.11K ﹤0.01% 2574

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Dimensional Fund Advisors
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VPM
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VCM
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State Street
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RRAM
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return