Mount Yale Investment Advisors, LLC Lithia Motors Inc Transaction History

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Lithia Motors Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,513 shares of LAD stock, worth $462,463. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,513
Previous 1,434 5.51%
Holding current value
$462,463
Previous $512,000 13.28%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$285.59 - $385.71 $22,561 - $30,471
79 Added 5.51%
1,513 $444,000
Q4 2024

Jan 22, 2025
SELL
$303.15 - $394.27 $10,913 - $14,193
-36 Reduced 2.45%
1,434 $512,000
Q3 2024

Oct 23, 2024
SELL
$243.05 - $320.83 $80,692 - $106,515
-332 Reduced 18.42%
1,470 $466,000
Q2 2024

Aug 13, 2024
BUY
$246.33 - $295.77 $738 - $887
3 Added 0.17%
1,802 $454,000
Q1 2024

May 15, 2024
BUY
$281.43 - $324.78 $1,688 - $1,948
6 Added 0.33%
1,799 $541,000
Q4 2023

Feb 12, 2024
BUY
$234.38 - $329.28 $1,406 - $1,975
6 Added 0.34%
1,793 $590,000
Q3 2023

Oct 11, 2023
SELL
$286.26 - $325.26 $23,187 - $26,346
-81 Reduced 4.34%
1,787 $527,000
Q2 2023

Aug 14, 2023
BUY
$207.13 - $304.11 $152,240 - $223,520
735 Added 64.87%
1,868 $568,000
Q1 2023

May 11, 2023
BUY
$201.08 - $294.3 $227,823 - $333,441
1,133 New
1,133 $259,000
Q1 2022

May 03, 2022
SELL
$280.06 - $345.84 $217,326 - $268,371
-776 Closed
0 $0
Q4 2021

Feb 02, 2022
SELL
$279.0 - $342.01 $294,345 - $360,820
-1,055 Reduced 57.62%
776 $230,000
Q3 2021

Nov 02, 2021
BUY
$317.04 - $381.52 $41,215 - $49,597
130 Added 7.64%
1,831 $581,000
Q2 2021

Aug 04, 2021
BUY
$313.14 - $402.83 $532,651 - $685,213
1,701 New
1,701 $585,000
Q1 2021

May 04, 2021
SELL
$284.24 - $414.12 $290,777 - $423,644
-1,023 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$229.57 - $308.63 $234,850 - $315,728
1,023 New
1,023 $299,000
Q4 2018

Feb 14, 2019
SELL
$69.15 - $90.8 $1,867 - $2,451
-27 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
$81.44 - $98.89 $93,411 - $113,426
-1,147 Reduced 97.7%
27 $2,000
Q2 2018

Aug 22, 2018
SELL
$94.57 - $104.7 $16,738 - $18,531
-177 Reduced 13.1%
1,174 $111,000
Q1 2018

Jun 25, 2018
BUY
$98.9 - $126.57 $133,613 - $170,996
1,351 New
1,351 $136,000

Others Institutions Holding LAD

# of Institutions
528
Shares Held
28.1M
Call Options Held
98.4K
Put Options Held
113K
View Full List

About LITHIA MOTORS INC

LAD Quotes by TradingView
  • Ticker LAD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Auto & Truck Dealerships
  • Shares Outstandng 27,338,400
  • Market Cap $8.36B
  • 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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