Lauterbach Financial 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 | $350K | Buy |
1,101
+22
| +2% | +$6.99K | 0.19% | 57 |
|
|
2025
Q1 | $280K | Sell |
1,079
-10
| -0.9% | -$2.59K | 0.17% | 59 |
|
|
2024
Q4 | $440K | Hold |
1,089
| – | – | 0.27% | 42 |
|
|
2024
Q3 | $285K | Hold |
1,089
| – | – | 0.17% | 56 |
|
|
2024
Q2 | $226K | Buy |
+1,089
| New | +$226K | 0.15% | 59 |
|
|
2024
Q1 | – | Sell |
-1,089
| Closed | -$271K | – | 69 |
|
|
2023
Q4 | $271K | Hold |
1,089
| – | – | 0.19% | 49 |
|
|
2023
Q3 | $272K | Buy |
1,089
+210
| +24% | +$52.5K | 0.21% | 47 |
|
|
2023
Q2 | $230K | Buy |
+879
| New | +$230K | 0.18% | 54 |
|
|
2022
Q4 | – | Sell |
-859
| Closed | -$228K | – | 55 |
|
|
2022
Q3 | $228K | Buy |
+859
| New | +$228K | 0.23% | 46 |
|
|
2022
Q2 | – | Sell |
-840
| Closed | -$302K | – | 54 |
|
|
2022
Q1 | $302K | Sell |
840
-6
| -0.7% | -$2.16K | 0.27% | 33 |
|
|
2021
Q4 | $298K | Buy |
+846
| New | +$298K | 0.26% | 35 |
|