WBI Investments’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 | $243K | Buy |
+719
| New | +$243K | 0.06% | 228 |
|
|
2019
Q3 | – | Sell |
-20,302
| Closed | -$2.41M | – | 250 |
|
|
2019
Q2 | $2.41M | Sell |
20,302
-18,630
| -48% | -$2.21M | 0.21% | 107 |
|
|
2019
Q1 | $3.61M | Buy |
+38,932
| New | +$3.61M | 0.28% | 77 |
|
|
2018
Q3 | – | Sell |
-21,312
| Closed | -$2.02M | – | 296 |
|
|
2018
Q2 | $2.02M | Buy |
+21,312
| New | +$2.02M | 0.11% | 126 |
|
|
2016
Q4 | – | Sell |
-28,504
| Closed | -$2.72M | – | 345 |
|
|
2016
Q3 | $2.72M | Buy |
+28,504
| New | +$2.72M | 0.1% | 129 |
|