A detailed history of Summit Trail Advisors, LLC transactions in Lithia Motors Inc stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 2,370 shares of LAD stock, worth $696,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,370
Previous 801 195.88%
Holding current value
$696,732
Previous $270,000 177.04%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$284.47 - $356.6 $446,333 - $559,505
1,569 Added 195.88%
2,370 $748,000
Q2 2025

Aug 14, 2025

BUY
$271.94 - $339.35 $217,823 - $271,819
801 New
801 $270,000
Q1 2018

May 21, 2018

SELL
$98.9 - $126.57 $296 - $379
-3 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$109.51 - $122.28 $328 - $366
3
3 $0

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 $8.04B
  • 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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