Westwood Holdings Group’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 | $28.6M | Buy |
84,587
+7,204
| +9% | +$2.43M | 0.21% | 147 |
|
|
2025
Q1 | $22.7M | Buy |
77,383
+7,186
| +10% | +$2.11M | 0.17% | 154 |
|
|
2024
Q4 | $25.1M | Sell |
70,197
-20,878
| -23% | -$7.46M | 0.19% | 152 |
|
|
2024
Q3 | $28.9M | Buy |
91,075
+20,670
| +29% | +$6.57M | 0.12% | 182 |
|
|
2024
Q2 | $17.8M | Buy |
70,405
+13,126
| +23% | +$3.31M | 0.08% | 209 |
|
|
2024
Q1 | $17.2M | Buy |
57,279
+12,035
| +27% | +$3.62M | 0.14% | 185 |
|
|
2023
Q4 | $14.9M | Buy |
45,244
+1,331
| +3% | +$438K | 0.13% | 176 |
|
|
2023
Q3 | $13M | Buy |
43,913
+5,139
| +13% | +$1.52M | 0.12% | 169 |
|
|
2023
Q2 | $11.8M | Sell |
38,774
-3,125
| -7% | -$950K | 0.11% | 187 |
|
|
2023
Q1 | $9.59M | Buy |
41,899
+40,825
| +3,801% | +$9.35M | 0.09% | 204 |
|
|
2022
Q4 | $220K | Buy |
+1,074
| New | +$220K | ﹤0.01% | 485 |
|
|
2018
Q4 | – | Sell |
-489,229
| Closed | -$40M | – | 410 |
|
|
2018
Q3 | $40M | Buy |
489,229
+8,222
| +2% | +$671K | 0.35% | 87 |
|
|
2018
Q2 | $45.5M | Buy |
481,007
+200,922
| +72% | +$19M | 0.38% | 86 |
|
|
2018
Q1 | $28.2M | Buy |
280,085
+54,230
| +24% | +$5.45M | 0.23% | 135 |
|
|
2017
Q4 | $25.7M | Buy |
225,855
+17,425
| +8% | +$1.98M | 0.19% | 142 |
|
|
2017
Q3 | $25.1M | Buy |
208,430
+2,606
| +1% | +$314K | 0.2% | 138 |
|
|
2017
Q2 | $19.4M | Buy |
205,824
+52,598
| +34% | +$4.96M | 0.16% | 148 |
|
|
2017
Q1 | $13.1M | Buy |
153,226
+11,180
| +8% | +$958K | 0.11% | 168 |
|
|
2016
Q4 | $13.8M | Buy |
142,046
+8,345
| +6% | +$808K | 0.11% | 157 |
|
|
2016
Q3 | $12.8M | Sell |
133,701
-24,050
| -15% | -$2.3M | 0.11% | 148 |
|
|
2016
Q2 | $11.2M | Buy |
157,751
+34,940
| +28% | +$2.48M | 0.1% | 170 |
|
|
2016
Q1 | $10.7M | Buy |
122,811
+42,775
| +53% | +$3.74M | 0.09% | 170 |
|
|
2015
Q4 | $8.54M | Buy |
80,036
+5,525
| +7% | +$589K | 0.07% | 194 |
|
|
2015
Q3 | $8.06M | Sell |
74,511
-4,560
| -6% | -$493K | 0.07% | 181 |
|
|
2015
Q2 | $8.95M | Sell |
79,071
-13,000
| -14% | -$1.47M | 0.07% | 178 |
|
|
2015
Q1 | $9.15M | Sell |
92,071
-460,871
| -83% | -$45.8M | 0.07% | 176 |
|
|
2014
Q4 | $47.9M | Sell |
552,942
-6,555
| -1% | -$568K | 0.37% | 103 |
|
|
2014
Q3 | $42.3M | Sell |
559,497
-114,539
| -17% | -$8.67M | 0.33% | 109 |
|
|
2014
Q2 | $63.4M | Sell |
674,036
-60,918
| -8% | -$5.73M | 0.47% | 86 |
|
|
2014
Q1 | $48.8M | Buy |
734,954
+636,433
| +646% | +$42.3M | 0.38% | 94 |
|
|
2013
Q4 | $6.84M | Buy |
98,521
+53,800
| +120% | +$3.73M | 0.05% | 182 |
|
|
2013
Q3 | $3.26M | Sell |
44,721
-3,500
| -7% | -$255K | 0.03% | 240 |
|
|
2013
Q2 | $2.57M | Buy |
+48,221
| New | +$2.57M | 0.02% | 260 |
|