Lakeshore Financial Planning’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-626	Closed	-$253K	–	83
2024 Q4	$253K	Buy	+626	New	+$253K	0.11%	61
2024 Q1	–	Sell	-923	Closed	-$229K	–	69
2023 Q4	$229K	Hold	923	–	–	0.13%	51
2023 Q3	$231K	Buy	+923	New	+$231K	0.13%	54