A detailed history of One Ascent Wealth Management LLC transactions in Lithia Motors Inc stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 729 shares of LAD stock, worth $284,936. This represents 0.09% of its overall portfolio holdings.

Number of Shares
729
Holding current value
$284,936
% of portfolio
0.09%

Shares

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

Nov 07, 2024

BUY
$243.05 - $320.83 $177,183 - $233,885
729 New
729 $232,000
Q1 2024

Apr 16, 2024

SELL
$281.43 - $324.78 $38,837 - $44,819
-138 Reduced 11.65%
1,047 $315,000
Q4 2023

Jan 11, 2024

BUY
$234.38 - $329.28 $16,172 - $22,720
69 Added 6.18%
1,185 $390,000
Q3 2023

Oct 13, 2023

BUY
$286.26 - $325.26 $319,466 - $362,990
1,116 New
1,116 $330,000

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
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