WBI Investments’s Lithia Motors LAD Stock Holding History

WBI Investments’s Portfolio LAD Stock Details LAD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Buy
2025 Q2	$243K	Buy
2019 Q3	–	Sell
2019 Q2	$2.41M	Sell
2019 Q1	$3.61M	Buy
2018 Q3	–	Sell
2018 Q2	$2.02M	Buy
2016 Q4	–	Sell
2016 Q3	$2.72M	Buy