SVB Wealth’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-698
| Closed | -$249K | – | 1656 |
|
|
2024
Q4 | $249K | Buy |
+698
| New | +$249K | ﹤0.01% | 616 |
|
|
2024
Q2 | – | Sell |
-684
| Closed | -$206K | – | 790 |
|
|
2024
Q1 | $206K | Buy |
+684
| New | +$206K | ﹤0.01% | 758 |
|
|
2023
Q4 | – | Sell |
-1,012
| Closed | -$299K | – | 917 |
|
|
2023
Q3 | $299K | Sell |
1,012
-80
| -7% | -$23.6K | 0.01% | 611 |
|
|
2023
Q2 | $332K | Sell |
1,092
-217
| -17% | -$66K | 0.01% | 626 |
|
|
2023
Q1 | $300K | Sell |
1,309
-31
| -2% | -$7.1K | ﹤0.01% | 724 |
|
|
2022
Q4 | $274K | Buy |
+1,340
| New | +$274K | ﹤0.01% | 777 |
|
|
2021
Q4 | – | Sell |
-3,162
| Closed | -$1M | – | 895 |
|
|
2021
Q3 | $1M | Buy |
3,162
+858
| +37% | +$272K | 0.01% | 390 |
|
|
2021
Q2 | $791K | Buy |
2,304
+574
| +33% | +$197K | 0.01% | 447 |
|
|
2021
Q1 | $675K | Buy |
+1,730
| New | +$675K | 0.01% | 443 |
|