RAFFA WEALTH MANAGEMENT, LLC’s Lithia Motors LAD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2026 Q2	$581	Sell	2 -1	-33%	-$284	﹤0.01%	1166
2026 Q1	$749	Buy	3 +1	+50%	+$297	﹤0.01%	1007
2025 Q4	$665	Hold	2	–	–	﹤0.01%	1026
2025 Q3	$632	Buy	+2	New	+$645	﹤0.01%	1005
2017 Q3	–	Sell	-11	Closed	-$1.04K	–	336
2017 Q2	$1.04K	Hold	11	–	–	﹤0.01%	348
2017 Q1	$942	Buy	11 +6	+120%	+$582	﹤0.01%	332
2016 Q4	$484	Hold	5	–	–	﹤0.01%	771
2016 Q3	$478	Hold	5	–	–	﹤0.01%	746
2016 Q2	$355	Hold	5	–	–	﹤0.01%	804
2016 Q1	$437	Hold	5	–	–	﹤0.01%	734
2015 Q4	$533	Hold	5	–	–	﹤0.01%	667
2015 Q3	$541	Hold	5	–	–	﹤0.01%	630
2015 Q2	$566	Hold	5	–	–	﹤0.01%	640
2015 Q1	$497	Buy	+5	New	+$449	﹤0.01%	720

Other funds holding LAD

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LAD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Lithia Motors (LAD) stake by 33% in Q2 2026, selling an estimated $284 and leaving 2 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LAD in Q1 2015 and has held it in 14 quarters since. The position peaked at $1.04K in Q2 2017. 106 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 2 shares of Lithia Motors worth $581 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 1 Lithia Motors share in Q2 2026, an estimated $284.
Lithia Motors made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1166 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Lithia Motors in Q1 2015 and has held it in 14 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Lithia Motors position peaked at $1.04K in Q2 2017.
106 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.