Washington Trust Advisors’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 | $6.42K | Hold |
19
| – | – | ﹤0.01% | 542 |
|
|
2025
Q1 | $5.58K | Buy |
19
+4
| +27% | +$1.17K | ﹤0.01% | 539 |
|
|
2024
Q4 | $5.36K | Hold |
15
| – | – | ﹤0.01% | 558 |
|
|
2024
Q3 | $4.77K | Hold |
15
| – | – | ﹤0.01% | 581 |
|
|
2024
Q2 | $3.79K | Hold |
15
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $4.51K | Hold |
15
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $4.94K | Buy |
15
+4
| +36% | +$1.32K | ﹤0.01% | 572 |
|
|
2023
Q3 | $3.25K | Hold |
11
| – | – | ﹤0.01% | 600 |
|
|
2023
Q2 | $3.35K | Sell |
11
-44
| -80% | -$13.4K | ﹤0.01% | 588 |
|
|
2023
Q1 | $12.6K | Hold |
55
| – | – | ﹤0.01% | 471 |
|
|
2022
Q4 | $11.3K | Hold |
55
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $12K | Hold |
55
| – | – | ﹤0.01% | 573 |
|
|
2022
Q2 | $15K | Hold |
55
| – | – | ﹤0.01% | 581 |
|
|
2022
Q1 | $16K | Hold |
55
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $16K | Buy |
+55
| New | +$16K | ﹤0.01% | 662 |
|