Truist Financial’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.12M | Buy |
8,479
+376
| +5% | +$112K | ﹤0.01% | 1290 |
|
|
2025
Q4 | $2.69M | Sell |
8,103
-12,397
| -60% | -$3.94M | ﹤0.01% | 1131 |
|
|
2025
Q3 | $6.48M | Sell |
20,500
-137
| -0.7% | -$44.2K | 0.01% | 771 |
|
|
2025
Q2 | $6.97M | Sell |
20,637
-1,263
| -6% | -$391K | 0.01% | 710 |
|
|
2025
Q1 | $6.43M | Buy |
21,900
+20,444
| +1,404% | +$6.96M | 0.01% | 723 |
|
|
2024
Q4 | $520K | Buy |
1,456
+219
| +18% | +$77.1K | ﹤0.01% | 1851 |
|
|
2024
Q3 | $393K | Sell |
1,237
-173
| -12% | -$48.2K | ﹤0.01% | 1987 |
|
|
2024
Q2 | $356K | Sell |
1,410
-8,492
| -86% | -$2.22M | ﹤0.01% | 2197 |
|
|
2024
Q1 | $2.98M | Sell |
9,902
-6,800
| -41% | -$2.01M | ﹤0.01% | 1102 |
|
|
2023
Q4 | $5.5M | Buy |
16,702
+270
| +2% | +$74.1K | 0.01% | 837 |
|
|
2023
Q3 | $4.85M | Buy |
16,432
+306
| +2% | +$93.3K | 0.01% | 851 |
|
|
2023
Q2 | $4.9M | Sell |
16,126
-211
| -1% | -$50.5K | 0.01% | 841 |
|
|
2023
Q1 | $3.74M | Buy |
16,337
+282
| +2% | +$68.6K | 0.01% | 950 |
|
|
2022
Q4 | $3.29M | Sell |
16,055
-694
| -4% | -$148K | 0.01% | 983 |
|
|
2022
Q3 | $3.59M | Sell |
16,749
-527
| -3% | -$138K | 0.01% | 913 |
|
|
2022
Q2 | $4.75M | Sell |
17,276
-3,661
| -17% | -$1.07M | 0.01% | 820 |
|
|
2022
Q1 | $6.28M | Buy |
20,937
+1,122
| +6% | +$350K | 0.01% | 801 |
|
|
2021
Q4 | $5.88M | Sell |
19,815
-199
| -1% | -$61.5K | 0.01% | 830 |
|
|
2021
Q3 | $6.34M | Buy |
20,014
+378
| +2% | +$132K | 0.01% | 791 |
|
|
2021
Q2 | $6.75M | Sell |
19,636
-279
| -1% | -$101K | 0.01% | 769 |
|
|
2021
Q1 | $7.77M | Sell |
19,915
-2,356
| -11% | -$847K | 0.01% | 685 |
|
|
2020
Q4 | $6.52M | Sell |
22,271
-1,850
| -8% | -$506K | 0.01% | 736 |
|
|
2020
Q3 | $5.5M | Buy |
24,121
+11
| +0% | +$2.47K | 0.01% | 728 |
|
|
2020
Q2 | $3.65M | Buy |
24,110
+1,988
| +9% | +$228K | 0.01% | 805 |
|
|
2020
Q1 | $1.81M | Sell |
22,122
-5,690
| -20% | -$686K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $4.09M | Buy |
+27,812
| New | +$4.18M | 0.01% | 828 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
