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