JPLA
Joseph P. Lucia & Associates’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
1,323
-395
| -23% | -$125K | 0.17% | 103 |
|
|
2025
Q1 | $445K | Sell |
1,718
-175
| -9% | -$45.4K | 0.2% | 90 |
|
|
2024
Q4 | $764K | Buy |
1,893
+3
| +0.2% | +$1.21K | 0.34% | 71 |
|
|
2024
Q3 | $494K | Sell |
1,890
-461
| -20% | -$121K | 0.23% | 83 |
|
|
2024
Q2 | $465K | Buy |
2,351
+9
| +0.4% | +$1.78K | 0.24% | 77 |
|
|
2024
Q1 | $412K | Sell |
2,342
-2,129
| -48% | -$374K | 0.22% | 80 |
|
|
2023
Q4 | $1.11M | Sell |
4,471
-187
| -4% | -$46.5K | 0.69% | 45 |
|
|
2023
Q3 | $1.17M | Buy |
4,658
+693
| +17% | +$173K | 0.81% | 40 |
|
|
2023
Q2 | $1.04M | Buy |
3,965
+177
| +5% | +$46.3K | 0.69% | 46 |
|
|
2023
Q1 | $786K | Buy |
3,788
+483
| +15% | +$100K | 0.55% | 53 |
|
|
2022
Q4 | $407K | Buy |
3,305
+1,131
| +52% | +$139K | 0.3% | 78 |
|
|
2022
Q3 | $577K | Buy |
2,174
+1,931
| +795% | +$513K | 0.45% | 56 |
|
|
2022
Q2 | $164K | Hold |
243
| – | – | 0.12% | 113 |
|
|
2022
Q1 | $262K | Buy |
243
+12
| +5% | +$12.9K | 0.16% | 98 |
|
|
2021
Q4 | $244K | Sell |
231
-6,950
| -97% | -$7.34M | 0.16% | 110 |
|
|
2021
Q3 | $5.57M | Hold |
7,181
| – | – | 3.3% | 2 |
|
|
2021
Q2 | $4.88M | Hold |
7,181
| – | – | 2.92% | 2 |
|
|
2021
Q1 | $4.8M | Sell |
7,181
-5,013
| -41% | -$3.35M | 2.14% | 3 |
|
|
2020
Q4 | $8.61M | Sell |
12,194
-4,445
| -27% | -$3.14M | 6.01% | 1 |
|
|
2020
Q3 | $7.14M | Buy |
16,639
+12,844
| +338% | +$5.51M | 6.66% | 1 |
|
|
2020
Q2 | $4.1M | Sell |
3,795
-242
| -6% | -$261K | 3.69% | 1 |
|
|
2020
Q1 | $2.12M | Sell |
4,037
-13
| -0.3% | -$6.81K | 2.35% | 10 |
|
|
2019
Q4 | $1.69M | Hold |
4,050
| – | – | 1.54% | 24 |
|
|
2019
Q3 | $976K | Buy |
4,050
+42
| +1% | +$10.1K | 1.01% | 31 |
|
|
2019
Q2 | $896K | Buy |
4,008
+1,823
| +83% | +$408K | 0.94% | 34 |
|
|
2019
Q1 | $8 | Buy |
+2,185
| New | +$8 | ﹤0.01% | 335 |
|