Allworth Financial LP Lithia Motors Inc Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

A detailed history of Allworth Financial LP transactions in Lithia Motors Inc stock. As of the latest transaction made, Allworth Financial LP holds 102 shares of LAD stock, worth $39,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares

102

Previous 105 2.86%

Holding current value

$39,880

Previous $26,000 23.08%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$243.05 - $320.83 $729 - $962	-3 Reduced 2.86%	102 $32,000
Q2 2024 Jul 23, 2024	BUY	$246.33 - $295.77 $20,445 - $24,548	83 Added 377.27%	105 $26,000
Q4 2023 Jan 24, 2024	BUY	$234.38 - $329.28 $468 - $658	2 Added 10.0%	22 $7,000
Q3 2023 Oct 31, 2023	SELL	$286.26 - $325.26 $858 - $975	-3 Reduced 13.04%	20 $5,000
Q2 2023 Jul 18, 2023	SELL	$207.13 - $304.11 $1,864 - $2,736	-9 Reduced 28.13%	23 $6,000
Q1 2023 Apr 18, 2023	BUY	$201.08 - $294.3 $2,412 - $3,531	12 Added 60.0%	32 $7,000
Q4 2022 Jan 13, 2023	BUY	$183.09 - $240.43 $1,281 - $1,683	7 Added 53.85%	20 $0
Q3 2022 Oct 18, 2022	SELL	$214.55 - $295.56 $8,796 - $12,117	-41 Reduced 75.93%	13 $3,000
Q2 2022 Jul 13, 2022	BUY	$254.52 - $311.12 $10,689 - $13,067	42 Added 350.0%	54 $15,000
Q1 2022 Apr 22, 2022	BUY	$280.06 - $345.84 $560 - $691	2 Added 20.0%	12 $4,000
Q2 2020 Jul 24, 2020	SELL	$67.1 - $153.14 $201 - $459	-3 Reduced 23.08%	10 $2,000
Q1 2019 May 07, 2019	BUY	$78.57 - $92.75 $235 - $278	3 Added 30.0%	13 $1,000
Q1 2018 May 02, 2018	BUY	$98.9 - $126.57 $989 - $1,265	10 New	10 $1,000

Others Institutions Holding LAD

# of Institutions

451

Shares Held

24.7M

Call Options Held

319K

Put Options Held

169K

View Full List

About LITHIA MOTORS INC

Ticker LAD
Exchange NYSE
Sector Consumer Cyclical
Industry Auto & Truck Dealerships
Shares Outstandng 27,338,400
Market Cap $10.7B
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...

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Allworth Financial LP Lithia Motors Inc Transaction History