Stifel Financial’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 | $3.98M | Sell |
15,916
-2,125
| -12% | -$631K | ﹤0.01% | 1490 |
|
|
2025
Q4 | $6M | Sell |
18,041
-606
| -3% | -$192K | 0.01% | 1231 |
|
|
2025
Q3 | $5.9M | Sell |
18,647
-80
| -0.4% | -$25.8K | 0.01% | 1208 |
|
|
2025
Q2 | $6.33M | Sell |
18,727
-178
| -0.9% | -$55.1K | 0.01% | 1122 |
|
|
2025
Q1 | $5.55M | Buy |
18,905
+902
| +5% | +$307K | 0.01% | 1134 |
|
|
2024
Q4 | $6.43M | Buy |
18,003
+738
| +4% | +$260K | 0.01% | 1071 |
|
|
2024
Q3 | $5.48M | Buy |
17,265
+9,490
| +122% | +$2.65M | 0.01% | 1157 |
|
|
2024
Q2 | $1.96M | Buy |
7,775
+311
| +4% | +$81.4K | ﹤0.01% | 1735 |
|
|
2024
Q1 | $2.25M | Sell |
7,464
-435
| -6% | -$129K | ﹤0.01% | 1639 |
|
|
2023
Q4 | $2.6M | Sell |
7,899
-127
| -2% | -$34.8K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $2.37M | Buy |
8,026
+137
| +2% | +$41.8K | ﹤0.01% | 1472 |
|
|
2023
Q2 | $2.4M | Sell |
7,889
-35
| -0.4% | -$8.38K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $1.81M | Buy |
7,924
+926
| +13% | +$225K | ﹤0.01% | 1630 |
|
|
2022
Q4 | $1.43M | Sell |
6,998
-4,891
| -41% | -$1.05M | ﹤0.01% | 1751 |
|
|
2022
Q3 | $2.55M | Sell |
11,889
-225
| -2% | -$58.8K | ﹤0.01% | 1298 |
|
|
2022
Q2 | $3.33M | Buy |
12,114
+6,085
| +101% | +$1.77M | 0.01% | 1177 |
|
|
2022
Q1 | $1.81M | Buy |
6,029
+1,476
| +32% | +$461K | ﹤0.01% | 1686 |
|
|
2021
Q4 | $1.35M | Buy |
4,553
+93
| +2% | +$28.7K | ﹤0.01% | 1899 |
|
|
2021
Q3 | $1.41M | Buy |
4,460
+991
| +29% | +$345K | ﹤0.01% | 1821 |
|
|
2021
Q2 | $1.19M | Sell |
3,469
-4,699
| -58% | -$1.7M | ﹤0.01% | 1968 |
|
|
2021
Q1 | $3.19M | Buy |
8,168
+730
| +10% | +$262K | 0.01% | 1224 |
|
|
2020
Q4 | $2.18M | Buy |
7,438
+3,304
| +80% | +$904K | ﹤0.01% | 1335 |
|
|
2020
Q3 | $943K | Sell |
4,134
-119
| -3% | -$26.8K | ﹤0.01% | 1678 |
|
|
2020
Q2 | $644K | Buy |
+4,253
| New | +$487K | ﹤0.01% | 1854 |
|
|
2020
Q1 | – | Sell |
-1,703
| Closed | -$251K | – | 2972 |
|
|
2019
Q4 | $251K | Sell |
1,703
-2,573
| -60% | -$387K | ﹤0.01% | 2637 |
|
|
2019
Q3 | $569K | Buy |
4,276
+195
| +5% | +$24.9K | ﹤0.01% | 2099 |
|
|
2019
Q2 | $487K | Buy |
+4,081
| New | +$451K | ﹤0.01% | 2226 |
|
|
2018
Q3 | – | Sell |
-6,636
| Closed | -$631K | – | 2794 |
|
|
2018
Q2 | $631K | Buy |
6,636
+282
| +4% | +$27.9K | ﹤0.01% | 1894 |
|
|
2018
Q1 | $650K | Buy |
6,354
+339
| +6% | +$38.4K | ﹤0.01% | 1822 |
|
|
2017
Q4 | $682K | Sell |
6,015
-876
| -13% | -$102K | ﹤0.01% | 1744 |
|
|
2017
Q3 | $833K | Sell |
6,891
-5,578
| -45% | -$584K | ﹤0.01% | 1589 |
|
|
2017
Q2 | $1.2M | Buy |
12,469
+3,654
| +41% | +$330K | ﹤0.01% | 1382 |
|
|
2017
Q1 | $753K | Sell |
8,815
-51,672
| -85% | -$5.01M | ﹤0.01% | 1598 |
|
|
2016
Q4 | $5.88M | Buy |
60,487
+8,729
| +17% | +$800K | 0.02% | 601 |
|
|
2016
Q3 | $4.96M | Buy |
51,758
+8,459
| +20% | +$711K | 0.02% | 639 |
|
|
2016
Q2 | $3.08M | Buy |
43,299
+1,867
| +5% | +$150K | 0.01% | 809 |
|
|
2016
Q1 | $3.62M | Buy |
41,432
+7,357
| +22% | +$632K | 0.02% | 673 |
|
|
2015
Q4 | $3.63M | Buy |
34,075
+3,415
| +11% | +$392K | 0.02% | 697 |
|
|
2015
Q3 | $3.31M | Buy |
30,660
+8,603
| +39% | +$966K | 0.02% | 691 |
|
|
2015
Q2 | $2.5M | Buy |
22,057
+2,775
| +14% | +$295K | 0.01% | 881 |
|
|
2015
Q1 | $1.92M | Buy |
19,282
+1,386
| +8% | +$125K | 0.01% | 963 |
|
|
2014
Q4 | $1.55M | Sell |
17,896
-165,203
| -90% | -$12.8M | 0.01% | 1037 |
|
|
2014
Q3 | $13.9M | Sell |
183,099
-14,604
| -7% | -$1.29M | 0.12% | 208 |
|
|
2014
Q2 | $18.6M | Sell |
197,703
-41,198
| -17% | -$3.15M | 0.17% | 155 |
|
|
2014
Q1 | $15.9M | Buy |
+238,901
| New | +$14.9M | 0.15% | 174 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
