TFC Financial Management’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
$676 Buy
2
+1
+100% +$338 ﹤0.01% 637
2025
Q1
$294 Hold
1
﹤0.01% 706
2024
Q4
$358 Buy
+1
New +$358 ﹤0.01% 703
2024
Q2
Sell
-1
Closed -$301 1039
2024
Q1
$301 Buy
+1
New +$301 ﹤0.01% 688