Lake Street Advisors Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$9.97M Buy
24,689
+3,130
+15% +$1.26M 0.46% 40
2024
Q3
$5.64M Buy
21,559
+3,017
+16% +$789K 0.26% 56
2024
Q2
$3.67M Sell
18,542
-4,779
-20% -$946K 0.18% 79
2024
Q1
$4.1M Buy
23,321
+3,421
+17% +$601K 0.19% 73
2023
Q4
$4.94M Buy
19,900
+846
+4% +$210K 0.25% 64
2023
Q3
$4.77M Sell
19,054
-11,100
-37% -$2.78M 0.28% 59
2023
Q2
$7.89M Sell
30,154
-646
-2% -$169K 0.44% 42
2023
Q1
$6.39M Buy
30,800
+3,878
+14% +$805K 0.39% 42
2022
Q4
$3.32M Sell
26,922
-5,057
-16% -$623K 0.22% 74
2022
Q3
$8.48M Buy
31,979
+701
+2% +$186K 0.62% 32
2022
Q2
$7.02M Buy
+31,278
New +$7.02M 0.5% 35
2021
Q3
Sell
-11,580
Closed -$2.79M 405
2021
Q2
$2.79M Buy
11,580
+426
+4% +$103K 0.21% 56
2021
Q1
$2.48M Buy
11,154
+522
+5% +$116K 0.2% 52
2020
Q4
$2.5M Buy
10,632
+3,690
+53% +$868K 0.21% 51
2020
Q3
$993K Buy
6,942
+1,017
+17% +$145K 0.09% 96
2020
Q2
$427K Buy
+5,925
New +$427K 0.04% 152