KLI
Kelman-Lazarov Inc’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
6,811
+22
| +0.3% | +$6.99K | 0.35% | 35 |
|
|
2025
Q1 | $1.76M | Buy |
6,789
+139
| +2% | +$36K | 0.32% | 35 |
|
|
2024
Q4 | $2.69M | Sell |
6,650
-182
| -3% | -$73.5K | 0.48% | 31 |
|
|
2024
Q3 | $1.79M | Buy |
6,832
+62
| +0.9% | +$16.2K | 0.31% | 40 |
|
|
2024
Q2 | $1.34M | Sell |
6,770
-111
| -2% | -$22K | 0.25% | 43 |
|
|
2024
Q1 | $1.21M | Sell |
6,881
-7
| -0.1% | -$1.23K | 0.24% | 48 |
|
|
2023
Q4 | $1.71M | Buy |
6,888
+44
| +0.6% | +$10.9K | 0.37% | 36 |
|
|
2023
Q3 | $1.71M | Sell |
6,844
-28
| -0.4% | -$7.01K | 0.4% | 33 |
|
|
2023
Q2 | $1.8M | Buy |
6,872
+272
| +4% | +$71.2K | 0.43% | 32 |
|
|
2023
Q1 | $1.37M | Sell |
6,600
-840
| -11% | -$174K | 0.36% | 37 |
|
|
2022
Q4 | $916K | Sell |
7,440
-600
| -7% | -$73.9K | 0.26% | 44 |
|
|
2022
Q3 | $2.13M | Buy |
8,040
+5,840
| +265% | +$1.55M | 0.73% | 19 |
|
|
2022
Q2 | $1.48M | Buy |
2,200
+200
| +10% | +$135K | 0.5% | 24 |
|
|
2022
Q1 | $2.16M | Hold |
2,000
| – | – | 0.72% | 17 |
|
|
2021
Q4 | $2.11M | Hold |
2,000
| – | – | 0.68% | 18 |
|
|
2021
Q3 | $1.55M | Hold |
2,000
| – | – | 0.54% | 23 |
|
|
2021
Q2 | $1.36M | Hold |
2,000
| – | – | 0.47% | 26 |
|
|
2021
Q1 | $1.34M | Hold |
2,000
| – | – | 0.48% | 28 |
|
|
2020
Q4 | $1.41M | Hold |
2,000
| – | – | 0.54% | 26 |
|
|
2020
Q3 | $858K | Buy |
2,000
+1,600
| +400% | +$686K | 0.39% | 31 |
|
|
2020
Q2 | $432K | Hold |
400
| – | – | 0.2% | 44 |
|
|
2020
Q1 | $210K | Buy |
+400
| New | +$210K | 0.11% | 74 |
|
|
2017
Q3 | – | Sell |
-755
| Closed | -$273K | – | 125 |
|
|
2017
Q2 | $273K | Buy |
+755
| New | +$273K | 0.15% | 101 |
|
|
2017
Q1 | – | Sell |
-505
| Closed | -$108K | – | 243 |
|
|
2016
Q4 | $108K | Hold |
505
| – | – | 0.06% | 136 |
|
|
2016
Q3 | $107K | Hold |
505
| – | – | 0.06% | 140 |
|
|
2016
Q2 | $109K | Sell |
505
-10
| -2% | -$2.17K | 0.06% | 140 |
|
|
2016
Q1 | $122K | Buy |
+515
| New | +$122K | 0.07% | 140 |
|