Lakeridge Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
2,560
-382
| -13% | -$121K | 0.37% | 44 |
|
|
2025
Q1 | $762K | Sell |
2,942
-416
| -12% | -$108K | 0.38% | 50 |
|
|
2024
Q4 | $1.36M | Sell |
3,358
-555
| -14% | -$224K | 0.7% | 29 |
|
|
2024
Q3 | $1.02M | Sell |
3,913
-286
| -7% | -$74.8K | 0.56% | 35 |
|
|
2024
Q2 | $831K | Sell |
4,199
-46
| -1% | -$9.1K | 0.5% | 38 |
|
|
2024
Q1 | $746K | Sell |
4,245
-249
| -6% | -$43.8K | 0.48% | 41 |
|
|
2023
Q4 | $1.12M | Buy |
+4,494
| New | +$1.12M | 0.81% | 27 |
|