Venturi Wealth Management’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 | $248K | Sell |
734
-405
| -36% | -$137K | 0.01% | 467 |
|
|
2025
Q1 | $334K | Hold |
1,139
| – | – | 0.02% | 416 |
|
|
2024
Q4 | $407K | Buy |
1,139
+291
| +34% | +$104K | 0.02% | 376 |
|
|
2024
Q3 | $269K | Buy |
848
+831
| +4,888% | +$264K | 0.01% | 404 |
|
|
2024
Q2 | $4.29K | Buy |
17
+3
| +21% | +$758 | ﹤0.01% | 1259 |
|
|
2024
Q1 | $4.21K | Hold |
14
| – | – | ﹤0.01% | 1125 |
|
|
2023
Q4 | $4.61K | Hold |
14
| – | – | ﹤0.01% | 1041 |
|
|
2023
Q3 | $4.14K | Hold |
14
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q2 | $4.26K | Hold |
14
| – | – | ﹤0.01% | 785 |
|
|
2023
Q1 | $3.21K | Buy |
+14
| New | +$3.21K | ﹤0.01% | 920 |
|