Lake Street Private Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
2,955
+75
| +3% | +$23.8K | 0.13% | 108 |
|
|
2025
Q1 | $746K | Sell |
2,880
-73
| -2% | -$18.9K | 0.12% | 119 |
|
|
2024
Q4 | $1.19M | Sell |
2,953
-828
| -22% | -$334K | 0.19% | 95 |
|
|
2024
Q3 | $989K | Sell |
3,781
-4,872
| -56% | -$1.27M | 0.16% | 109 |
|
|
2024
Q2 | $1.71M | Sell |
8,653
-447
| -5% | -$88.5K | 0.22% | 106 |
|
|
2024
Q1 | $1.6M | Buy |
9,100
+744
| +9% | +$131K | 0.22% | 115 |
|
|
2023
Q4 | $2.08M | Buy |
8,356
+1,773
| +27% | +$441K | 0.33% | 84 |
|
|
2023
Q3 | $1.62M | Buy |
6,583
+28
| +0.4% | +$6.9K | 0.29% | 93 |
|
|
2023
Q2 | $1.72M | Sell |
6,555
-299
| -4% | -$78.3K | 0.3% | 94 |
|
|
2023
Q1 | $1.42M | Sell |
6,854
-30
| -0.4% | -$6.22K | 0.27% | 105 |
|
|
2022
Q4 | $847K | Sell |
6,884
-753
| -10% | -$92.7K | 0.18% | 140 |
|
|
2022
Q3 | $2.03M | Buy |
7,637
+662
| +9% | +$176K | 0.47% | 64 |
|
|
2022
Q2 | $1.57M | Buy |
6,975
+48
| +0.7% | +$10.8K | 0.33% | 85 |
|
|
2022
Q1 | $2.49M | Buy |
6,927
+942
| +16% | +$338K | 0.45% | 66 |
|
|
2021
Q4 | $2.11M | Buy |
5,985
+711
| +13% | +$250K | 0.37% | 74 |
|
|
2021
Q3 | $1.36M | Buy |
5,274
+315
| +6% | +$81.4K | 0.33% | 81 |
|
|
2021
Q2 | $1.12M | Buy |
4,959
+444
| +10% | +$100K | 0.29% | 92 |
|
|
2021
Q1 | $1.01M | Sell |
4,515
-951
| -17% | -$212K | 0.28% | 97 |
|
|
2020
Q4 | $1.29M | Buy |
5,466
+522
| +11% | +$123K | 0.37% | 74 |
|
|
2020
Q3 | $707K | Sell |
4,944
-441
| -8% | -$63.1K | 0.24% | 98 |
|
|
2020
Q2 | $387K | Buy |
+5,385
| New | +$387K | 0.14% | 120 |
|
|
2020
Q1 | – | Sell |
-4,425
| Closed | -$123K | – | 172 |
|
|
2019
Q4 | $123K | Buy |
+4,425
| New | +$123K | 0.05% | 163 |
|