Lee 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 | $447K | Sell |
1,406
-89
| -6% | -$28.3K | 0.06% | 101 |
|
|
2025
Q1 | $387K | Buy |
1,495
+74
| +5% | +$19.2K | 0.06% | 110 |
|
|
2024
Q4 | $574K | Buy |
1,421
+180
| +15% | +$72.7K | 0.08% | 107 |
|
|
2024
Q3 | $325K | Buy |
+1,241
| New | +$325K | 0.05% | 141 |
|
|
2024
Q1 | – | Sell |
-782
| Closed | -$194K | – | 764 |
|
|
2023
Q4 | $194K | Buy |
782
+44
| +6% | +$10.9K | 0.03% | 139 |
|
|
2023
Q3 | $185K | Buy |
738
+125
| +20% | +$31.3K | 0.03% | 135 |
|
|
2023
Q2 | $160K | Buy |
613
+225
| +58% | +$58.9K | 0.03% | 139 |
|
|
2023
Q1 | $80.5K | Sell |
388
-37
| -9% | -$7.68K | 0.01% | 195 |
|
|
2022
Q4 | $52.4K | Sell |
425
-14
| -3% | -$1.73K | 0.01% | 248 |
|
|
2022
Q3 | $117K | Buy |
439
+10
| +2% | +$2.67K | 0.02% | 173 |
|
|
2022
Q2 | $96K | Buy |
429
+243
| +131% | +$54.4K | 0.02% | 190 |
|
|
2022
Q1 | $66K | Buy |
186
+3
| +2% | +$1.07K | 0.01% | 221 |
|
|
2021
Q4 | $64K | Buy |
183
+30
| +20% | +$10.5K | 0.01% | 226 |
|
|
2021
Q3 | $40K | Buy |
153
+6
| +4% | +$1.57K | 0.01% | 254 |
|
|
2021
Q2 | $33K | Buy |
147
+51
| +53% | +$11.4K | 0.01% | 265 |
|
|
2021
Q1 | $21K | Buy |
96
+6
| +7% | +$1.31K | 0.01% | 306 |
|
|
2020
Q4 | $21K | Sell |
90
-795
| -90% | -$186K | 0.01% | 282 |
|
|
2020
Q3 | $127K | Buy |
885
+90
| +11% | +$12.9K | 0.04% | 138 |
|
|
2020
Q2 | $57K | Buy |
+795
| New | +$57K | 0.02% | 190 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$7K | – | 551 |
|
|
2018
Q4 | $7K | Sell |
300
-30
| -9% | -$700 | ﹤0.01% | 341 |
|
|
2018
Q3 | $6K | Sell |
330
-2,220
| -87% | -$40.4K | ﹤0.01% | 395 |
|
|
2018
Q2 | $59K | Buy |
2,550
+30
| +1% | +$694 | 0.01% | 254 |
|
|
2018
Q1 | $45K | Buy |
2,520
+2,190
| +664% | +$39.1K | 0.01% | 268 |
|
|
2017
Q4 | $7K | Buy |
+330
| New | +$7K | ﹤0.01% | 406 |
|
|
2017
Q3 | – | Sell |
-45
| Closed | -$1K | – | 531 |
|
|
2017
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 488 |
|
|
2017
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 397 |
|
|
2016
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 411 |
|