Venturi Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $4.29K | Buy |
|
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|
2024
Q1 | $4.21K | Hold |
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|
2023
Q4 | $4.61K | Hold |
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|
2023
Q3 | $4.13K | Hold |
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|
2023
Q2 | $4.26K | Hold |
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|
2023
Q1 | $3.21K | Buy |
|