West Branch Capital’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 | $15.2K | Hold |
45
| – | – | ﹤0.01% | 230 |
|
|
2025
Q1 | $13.2K | Hold |
45
| – | – | ﹤0.01% | 259 |
|
|
2024
Q4 | $16.1K | Hold |
45
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $14.3K | Hold |
45
| – | – | ﹤0.01% | 247 |
|
|
2024
Q2 | $11.4K | Hold |
45
| – | – | ﹤0.01% | 264 |
|
|
2024
Q1 | $13.5K | Hold |
45
| – | – | 0.01% | 255 |
|
|
2023
Q4 | $14.8K | Hold |
45
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $13.3K | Hold |
45
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $13.7K | Hold |
45
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $10.3K | Hold |
45
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $9.21K | Hold |
45
| – | – | 0.01% | 291 |
|
|
2022
Q3 | $10K | Hold |
45
| – | – | 0.01% | 287 |
|
|
2022
Q2 | $12K | Hold |
45
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $14K | Hold |
45
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $13K | Hold |
45
| – | – | 0.01% | 301 |
|
|
2021
Q3 | $14K | Hold |
45
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $15K | Buy |
+45
| New | +$15K | 0.01% | 281 |
|