TFC Financial Management’s Lithia Motors LAD Stock Holding History

TFC Financial Management’s Portfolio LAD Stock Details LAD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$665	Hold
2025 Q3	$632	Hold
2025 Q2	$676	Buy
2025 Q1	$294	Hold
2024 Q4	$358	Buy
2024 Q2	–	Sell
2024 Q1	$301	Buy