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 |
|