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 |
|