Lantz Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
1,784
+254
| +17% | +$80.7K | 0.14% | 137 |
|
|
2025
Q1 | $397K | Buy |
1,530
+151
| +11% | +$39.1K | 0.11% | 158 |
|
|
2024
Q4 | $557K | Buy |
1,379
+163
| +13% | +$65.8K | 0.15% | 129 |
|
|
2024
Q3 | $318K | Buy |
+1,216
| New | +$318K | 0.09% | 180 |
|
|
2024
Q1 | – | Sell |
-964
| Closed | -$240K | – | 211 |
|
|
2023
Q4 | $240K | Buy |
+964
| New | +$240K | 0.09% | 180 |
|
|
2022
Q2 | – | Sell |
-621
| Closed | -$223K | – | 183 |
|
|
2022
Q1 | $223K | Buy |
+621
| New | +$223K | 0.09% | 158 |
|