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Summit Trail Advisors’s Lithia Motors LAD Stock Holding History

Summit Trail Advisors’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$271K Buy
+801
New +$271K ﹤0.01% 969
2018
Q1 		– Sell
-3
Closed – – 1110
2017
Q4 		$0 Buy
+3
New – ﹤0.01% 2038