Lakeshore Financial Planning’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Buy
2025
Q1
Sell
2024
Q4
$253K Buy
2024
Q1
Sell
2023
Q4
$229K Hold
2023
Q3
$231K Buy