LIA
LBMC Investment Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
1,778
-11
| -0.6% | -$3.49K | 0.04% | 119 |
|
|
2025
Q1 | $464K | Sell |
1,789
-38
| -2% | -$9.85K | 0.04% | 124 |
|
|
2024
Q4 | $738K | Sell |
1,827
-162
| -8% | -$65.4K | 0.06% | 92 |
|
|
2024
Q3 | $520K | Hold |
1,989
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $394K | Sell |
1,989
-220
| -10% | -$43.5K | 0.03% | 117 |
|
|
2024
Q1 | $388K | Buy |
2,209
+944
| +75% | +$166K | 0.03% | 118 |
|
|
2023
Q4 | $314K | Sell |
1,265
-251
| -17% | -$62.4K | 0.03% | 123 |
|
|
2023
Q3 | $374K | Sell |
1,516
-18
| -1% | -$4.44K | 0.04% | 107 |
|
|
2023
Q2 | $402K | Hold |
1,534
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $318K | Buy |
+1,534
| New | +$318K | 0.03% | 119 |
|
|
2022
Q4 | – | Sell |
-1,648
| Closed | -$437K | – | 164 |
|
|
2022
Q3 | $437K | Buy |
1,648
+1,176
| +249% | +$312K | 0.05% | 95 |
|
|
2022
Q2 | $318K | Buy |
+472
| New | +$318K | 0.03% | 109 |
|