A detailed history of Institutional & Family Asset Management, LLC transactions in Lithia Motors Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 37 shares of LAD stock, worth $14,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 28 32.14%
Holding current value
$14,466
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$246.33 - $295.77 $2,216 - $2,661
9 Added 32.14%
37 $9,000
Q2 2023

Aug 09, 2023

BUY
$207.13 - $304.11 $621 - $912
3 Added 12.0%
28 $8,000
Q1 2021

May 06, 2021

SELL
$284.24 - $414.12 $284 - $414
-1 Reduced 3.85%
25 $10,000
Q4 2020

Feb 03, 2021

BUY
$229.57 - $308.63 $5,968 - $8,024
26 New
26 $8,000

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 Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.