Steward Partners Investment Advisory’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 | $392K | Sell |
1,161
-43
| -4% | -$14.5K | ﹤0.01% | 1413 |
|
|
2025
Q1 | $353K | Sell |
1,204
-2,472
| -67% | -$726K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $1.31M | Buy |
3,676
+3,061
| +498% | +$1.09M | 0.01% | 782 |
|
|
2024
Q3 | $195K | Sell |
615
-25
| -4% | -$7.94K | ﹤0.01% | 1540 |
|
|
2024
Q2 | $162K | Buy |
640
+45
| +8% | +$11.4K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $179K | Sell |
595
-15
| -2% | -$4.51K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $201K | Buy |
610
+300
| +97% | +$98.8K | ﹤0.01% | 1375 |
|
|
2023
Q3 | $91.6K | Buy |
310
+30
| +11% | +$8.86K | ﹤0.01% | 1618 |
|
|
2023
Q2 | $85.2K | Hold |
280
| – | – | ﹤0.01% | 1662 |
|
|
2023
Q1 | $64.1K | Sell |
280
-190
| -40% | -$43.5K | ﹤0.01% | 1763 |
|
|
2022
Q4 | $96.2K | Buy |
470
+156
| +50% | +$31.9K | ﹤0.01% | 1575 |
|
|
2022
Q3 | $67K | Buy |
314
+14
| +5% | +$2.99K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $82K | Sell |
300
-105
| -26% | -$28.7K | ﹤0.01% | 1579 |
|
|
2022
Q1 | $122K | Buy |
405
+368
| +995% | +$111K | ﹤0.01% | 1524 |
|
|
2021
Q4 | $11K | Hold |
37
| – | – | ﹤0.01% | 2561 |
|
|
2021
Q3 | $12K | Hold |
37
| – | – | ﹤0.01% | 2546 |
|
|
2021
Q2 | $13K | Hold |
37
| – | – | ﹤0.01% | 5650 |
|
|
2021
Q1 | $14.4K | Hold |
37
| – | – | ﹤0.01% | 2625 |
|
|
2020
Q4 | $11K | Hold |
37
| – | – | ﹤0.01% | 2276 |
|
|
2020
Q3 | $8K | Hold |
37
| – | – | ﹤0.01% | 2220 |
|
|
2020
Q2 | $6K | Hold |
37
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 2222 |
|
|
2019
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 2241 |
|
|
2019
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 2302 |
|
|
2019
Q2 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 2280 |
|
|
2018
Q4 | – | Sell |
-115
| Closed | -$9K | – | 1520 |
|
|
2018
Q3 | $9K | Hold |
115
| – | – | ﹤0.01% | 1923 |
|
|
2018
Q2 | $11K | Hold |
115
| – | – | ﹤0.01% | 1699 |
|
|
2018
Q1 | $11K | Hold |
115
| – | – | ﹤0.01% | 1545 |
|
|
2017
Q4 | $13K | Buy |
115
+37
| +47% | +$4.18K | ﹤0.01% | 1273 |
|
|
2017
Q3 | $9K | Hold |
78
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q2 | $7K | Hold |
78
| – | – | ﹤0.01% | 1139 |
|
|
2017
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 1077 |
|
|
2016
Q4 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 613 |
|