WhitTier Trust Company’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40
| Closed | -$14.3K | – | 1446 |
|
|
2024
Q4 | $14.3K | Hold |
40
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q3 | $12.7K | Hold |
40
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q2 | $10.1K | Hold |
40
| – | – | ﹤0.01% | 993 |
|
|
2024
Q1 | $12K | Hold |
40
| – | – | ﹤0.01% | 924 |
|
|
2023
Q4 | $13.2K | Hold |
40
| – | – | ﹤0.01% | 918 |
|
|
2023
Q3 | $11.8K | Hold |
40
| – | – | ﹤0.01% | 896 |
|
|
2023
Q2 | $12.2K | Buy |
40
+4
| +11% | +$1.22K | ﹤0.01% | 936 |
|
|
2023
Q1 | $8.24K | Hold |
36
| – | – | ﹤0.01% | 973 |
|
|
2022
Q4 | $7.37K | Hold |
36
| – | – | ﹤0.01% | 982 |
|
|
2022
Q3 | $8K | Hold |
36
| – | – | ﹤0.01% | 936 |
|
|
2022
Q2 | $10K | Hold |
36
| – | – | ﹤0.01% | 920 |
|
|
2022
Q1 | $11K | Hold |
36
| – | – | ﹤0.01% | 913 |
|
|
2021
Q4 | $11K | Buy |
36
+24
| +200% | +$7.33K | ﹤0.01% | 891 |
|
|
2021
Q3 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 1025 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$4K | – | 940 |
|
|
2016
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 884 |
|