A detailed history of Ever Source Wealth Advisors, LLC transactions in Lithia Motors Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 409 shares of LAD stock, worth $159,861. This represents 0.01% of its overall portfolio holdings.

Number of Shares
409
Previous 470 12.98%
Holding current value
$159,861
Previous $118,000 9.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$243.05 - $320.83 $14,826 - $19,570
-61 Reduced 12.98%
409 $129,000
Q2 2024

Aug 13, 2024

SELL
$246.33 - $295.77 $20,691 - $24,844
-84 Reduced 15.16%
470 $118,000
Q1 2024

Jun 11, 2024

BUY
$281.43 - $324.78 $18,292 - $21,110
65 Added 13.29%
554 $166,000
Q4 2023

Feb 09, 2024

BUY
$234.38 - $329.28 $25,547 - $35,891
109 Added 28.68%
489 $161,000
Q3 2023

Nov 03, 2023

BUY
$286.26 - $325.26 $37,213 - $42,283
130 Added 52.0%
380 $112,000
Q2 2023

Aug 04, 2023

BUY
$207.13 - $304.11 $49,089 - $72,074
237 Added 1823.08%
250 $76,000
Q1 2023

May 11, 2023

BUY
$201.08 - $294.3 $2,614 - $3,825
13 New
13 $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 $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...
More about LAD
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.