A detailed history of Creative Planning transactions in Lithia Motors Inc stock. As of the latest transaction made, Creative Planning holds 1,657 shares of LAD stock, worth $588,997. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,657
Previous 1,572 5.41%
Holding current value
$588,997
Previous $396,000 32.83%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$243.05 - $320.83 $20,659 - $27,270
85 Added 5.41%
1,657 $526,000
Q2 2024

Aug 15, 2024

SELL
$246.33 - $295.77 $3,694 - $4,436
-15 Reduced 0.95%
1,572 $396,000
Q1 2024

May 10, 2024

BUY
$281.43 - $324.78 $25,047 - $28,905
89 Added 5.94%
1,587 $477,000
Q4 2023

Feb 14, 2024

SELL
$234.38 - $329.28 $62,813 - $88,247
-268 Reduced 15.18%
1,498 $493,000
Q3 2023

Nov 16, 2023

SELL
$286.26 - $325.26 $9,732 - $11,058
-34 Reduced 1.89%
1,766 $521,000
Q2 2023

Jul 21, 2023

BUY
$207.13 - $304.11 $85,544 - $125,597
413 Added 29.78%
1,800 $547,000
Q1 2023

May 15, 2023

BUY
$201.08 - $294.3 $44,840 - $65,628
223 Added 19.16%
1,387 $317,000
Q4 2022

Feb 10, 2023

BUY
$183.09 - $240.43 $213,116 - $279,860
1,164 New
1,164 $238,000

Others Institutions Holding LAD

About LITHIA MOTORS INC


  • Ticker LAD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Auto & Truck Dealerships
  • Shares Outstandng 27,338,400
  • Market Cap $9.72B
  • Description
  • Lithia Motors, Inc. operates as an automotive retailer in the United States. The company operates through three segments: Domestic, Import, and Luxury. It offers new and used vehicles; vehicle financing services; warranties, insurance contracts, and vehicle and theft protection services; and automotive repair and maintenance services, as well as...
More about LAD
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