Lantern Wealth Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Buy
+1,771
New +$563K 0.34% 73
2024
Q4
$420K Sell
1,039
-150
-13% -$60.6K 0.27% 81
2024
Q3
$311K Sell
1,189
-75
-6% -$19.6K 0.22% 92
2024
Q2
$250K Hold
1,264
0.18% 103
2024
Q1
$222K Sell
1,264
-270
-18% -$47.5K 0.16% 119
2023
Q4
$381K Buy
+1,534
New +$381K 0.3% 83