Wellington Management Group’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.51M | Sell |
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|
2025
Q2 | $11.7M | Buy |
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|
2025
Q1 | $3.59M | Buy |
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|
2024
Q4 | $3.76M | Buy |
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|
2024
Q3 | $3.05M | Sell |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $21.4M | Buy |
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|
2023
Q3 | $3.75M | Buy |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $9.14M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $466K | Sell |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $24.2M | Sell |
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|
2021
Q1 | $46M | Sell |
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|
2020
Q4 | $35.9M | Buy |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $646K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $703K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $14.2M | Sell |
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|
2015
Q1 | $15.4M | Buy |
|