Values First Advisors’s Lithia Motors LAD Stock Holding History

Values First Advisors’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$418K	Sell
2025 Q1	$610K	Sell
2024 Q4	$748K	Sell
2024 Q3	$727K	Sell
2024 Q2	$637K	Sell
2024 Q1	$776K	Buy
2023 Q4	$824K	Sell
2023 Q3	$851K	Buy
2023 Q2	$481K	Buy
2023 Q1	$2.02K	Buy