A detailed history of Values First Advisors, Inc. transactions in Lithia Motors Inc stock. As of the latest transaction made, Values First Advisors, Inc. holds 2,290 shares of LAD stock, worth $838,735. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,290
Previous 2,523 9.24%
Holding current value
$838,735
Previous $636,000 14.31%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Oct 23, 2024

SELL
$243.05 - $320.83 $56,630 - $74,753
-233 Reduced 9.24%
2,290 $727,000
Q2 2024

Jul 19, 2024

SELL
$246.33 - $295.77 $13,794 - $16,563
-56 Reduced 2.17%
2,523 $636,000
Q1 2024

Apr 23, 2024

BUY
$281.43 - $324.78 $21,388 - $24,683
76 Added 3.04%
2,579 $775,000
Q4 2023

Jan 18, 2024

SELL
$234.38 - $329.28 $88,361 - $124,138
-377 Reduced 13.09%
2,503 $824,000
Q3 2023

Nov 08, 2023

BUY
$286.26 - $325.26 $371,565 - $422,187
1,298 Added 82.05%
2,880 $850,000
Q2 2023

Aug 02, 2023

BUY
$207.13 - $304.11 $325,815 - $478,365
1,573 Added 17477.78%
1,582 $481,000
Q1 2023

May 15, 2023

BUY
$201.08 - $294.3 $1,809 - $2,648
9 New
9 $2,000

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 $10B
  • 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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