Truist Financial’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
$6.97M Sell
20,637
-1,263
-6% -$427K 0.01% 708
2025
Q1
$6.43M Buy
21,900
+20,444
+1,404% +$6M 0.01% 721
2024
Q4
$520K Buy
1,456
+219
+18% +$78.3K ﹤0.01% 1836
2024
Q3
$393K Sell
1,237
-173
-12% -$54.9K ﹤0.01% 1975
2024
Q2
$356K Sell
1,410
-8,492
-86% -$2.14M ﹤0.01% 2188
2024
Q1
$2.98M Sell
9,902
-6,800
-41% -$2.05M ﹤0.01% 1098
2023
Q4
$5.5M Buy
16,702
+270
+2% +$88.9K 0.01% 836
2023
Q3
$4.85M Buy
16,432
+306
+2% +$90.4K 0.01% 849
2023
Q2
$4.9M Sell
16,126
-211
-1% -$64.2K 0.01% 839
2023
Q1
$3.74M Buy
16,337
+282
+2% +$64.6K 0.01% 946
2022
Q4
$3.29M Sell
16,055
-694
-4% -$142K 0.01% 982
2022
Q3
$3.59M Sell
16,749
-527
-3% -$113K 0.01% 911
2022
Q2
$4.75M Sell
17,276
-3,661
-17% -$1.01M 0.01% 819
2022
Q1
$6.28M Buy
20,937
+1,122
+6% +$337K 0.01% 799
2021
Q4
$5.89M Sell
19,815
-199
-1% -$59.1K 0.01% 826
2021
Q3
$6.35M Buy
20,014
+378
+2% +$120K 0.01% 788
2021
Q2
$6.75M Sell
19,636
-279
-1% -$95.9K 0.01% 767
2021
Q1
$7.77M Sell
19,915
-2,356
-11% -$919K 0.01% 683
2020
Q4
$6.52M Sell
22,271
-1,850
-8% -$541K 0.01% 735
2020
Q3
$5.5M Buy
24,121
+11
+0% +$2.51K 0.01% 725
2020
Q2
$3.65M Buy
24,110
+1,988
+9% +$301K 0.01% 803
2020
Q1
$1.81M Sell
22,122
-5,690
-20% -$465K ﹤0.01% 1011
2019
Q4
$4.09M Buy
+27,812
New +$4.09M 0.01% 826