VFA
Values First Advisors’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
1,236
-846
| -41% | -$286K | 0.23% | 118 |
|
|
2025
Q1 | $610K | Sell |
2,082
-10
| -0.5% | -$2.93K | 0.36% | 72 |
|
|
2024
Q4 | $748K | Sell |
2,092
-198
| -9% | -$70.8K | 0.41% | 67 |
|
|
2024
Q3 | $727K | Sell |
2,290
-233
| -9% | -$74K | 0.39% | 67 |
|
|
2024
Q2 | $637K | Sell |
2,523
-56
| -2% | -$14.1K | 0.38% | 69 |
|
|
2024
Q1 | $776K | Buy |
2,579
+76
| +3% | +$22.9K | 0.45% | 67 |
|
|
2023
Q4 | $824K | Sell |
2,503
-377
| -13% | -$124K | 0.5% | 63 |
|
|
2023
Q3 | $851K | Buy |
2,880
+1,298
| +82% | +$383K | 0.55% | 56 |
|
|
2023
Q2 | $481K | Buy |
1,582
+1,573
| +17,478% | +$478K | 0.29% | 96 |
|
|
2023
Q1 | $2.02K | Buy |
+9
| New | +$2.02K | ﹤0.01% | 321 |
|