Ownership history in STEPHENS INC /AR/ · 24 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in LITHIA MTRS INC CL A (LAD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,077 | +27 | +2.6% | 0.00% | $340K | $314.75 |
| 2025 Q2 | REDUCED | 1,050 | -517 | -33.0% | 0.00% | $355K | $335.85 |
| 2025 Q1 | ADDED | 1,567 | +878 | +127.4% | 0.01% | $460K | $291.30 |
| 2024 Q4 | REDUCED | 689 | -7 | -1.0% | 0.00% | $246K | $354.10 |
| 2024 Q3 | ADDED | 696 | +40 | +6.1% | 0.00% | $221K | $314.23 |
| 2023 Q4 | REDUCED | 656 | -71 | -9.8% | 0.00% | $216K | $323.92 |
| 2023 Q2 | REDUCED | 727 | -3,430 | -82.5% | 0.00% | $221K | $298.10 |
| 2023 Q1 | ADDED | 4,157 | +3,094 | +291.1% | 0.02% | $952K | $223.89 |
| 2022 Q2 | REDUCED | 1,063 | -380 | -26.3% | 0.01% | $292K | $267.38 |
| 2022 Q1 | REDUCED | 1,443 | -143 | -9.0% | 0.01% | $433K | $291.56 |
As of 2025 Q4 — sorted by position size