Valued Wealth Advisors’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 | $677 | Hold |
2
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $588 | Hold |
2
| – | – | ﹤0.01% | 538 |
|
|
2024
Q4 | $715 | Hold |
2
| – | – | ﹤0.01% | 515 |
|
|
2024
Q3 | $636 | Hold |
2
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $505 | Hold |
2
| – | – | ﹤0.01% | 499 |
|
|
2024
Q1 | $602 | Buy |
+2
| New | +$602 | ﹤0.01% | 485 |
|