Waverly 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 | $1.34M | Sell |
3,957
-6
| -0.2% | -$2.03K | 0.01% | 560 |
|
|
2025
Q1 | $1.16M | Buy |
3,963
+36
| +0.9% | +$10.6K | 0.01% | 576 |
|
|
2024
Q4 | $1.4M | Buy |
3,927
+90
| +2% | +$32.2K | 0.02% | 452 |
|
|
2024
Q3 | $1.22M | Buy |
3,837
+416
| +12% | +$132K | 0.02% | 414 |
|
|
2024
Q2 | $864K | Buy |
3,421
+521
| +18% | +$132K | 0.02% | 458 |
|
|
2024
Q1 | $872K | Buy |
2,900
+12
| +0.4% | +$3.61K | 0.02% | 391 |
|
|
2023
Q4 | $951K | Buy |
+2,888
| New | +$951K | 0.04% | 229 |
|