Talon Private 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 Q2	$55.6K	Buy	+164	New	+$55.6K	0.01%	200
2025 Q1	–	Sell	-35	Closed	-$12.6K	–	242
2024 Q4	$12.6K	Hold	35	–	–	﹤0.01%	208
2024 Q3	$11.1K	Buy	+35	New	+$11.1K	﹤0.01%	173