Legacy Capital Group California’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $722K | Sell |
2,274
-752
| -25% | -$239K | 0.2% | 127 |
|
2025
Q1 | $784K | Buy |
3,026
+872
| +40% | +$226K | 0.27% | 96 |
|
2024
Q4 | $870K | Buy |
2,154
+76
| +4% | +$30.7K | 0.27% | 93 |
|
2024
Q3 | $544K | Buy |
2,078
+15
| +0.7% | +$3.92K | 0.18% | 163 |
|
2024
Q2 | $408K | Buy |
2,063
+17
| +0.8% | +$3.36K | 0.15% | 195 |
|
2024
Q1 | $360K | Hold |
2,046
| – | – | 0.13% | 202 |
|
2023
Q4 | $508K | Sell |
2,046
-5,999
| -75% | -$1.49M | 0.2% | 158 |
|
2023
Q3 | $2.01M | Buy |
8,045
+58
| +0.7% | +$14.5K | 0.86% | 17 |
|
2023
Q2 | $2.09M | Buy |
7,987
+5,941
| +290% | +$1.56M | 0.86% | 16 |
|
2023
Q1 | $424K | Buy |
+2,046
| New | +$424K | 0.21% | 144 |
|