LFS
Legacy Financial Strategies’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
3,876
+114
| +3% | +$36.2K | 0.24% | 52 |
|
|
2025
Q1 | $975K | Sell |
3,762
-466
| -11% | -$121K | 0.21% | 52 |
|
|
2024
Q4 | $1.6M | Sell |
4,228
-76
| -2% | -$28.8K | 0.35% | 43 |
|
|
2024
Q3 | $1.13M | Buy |
4,304
+774
| +22% | +$203K | 0.25% | 46 |
|
|
2024
Q2 | $870K | Buy |
3,530
+687
| +24% | +$169K | 0.21% | 49 |
|
|
2024
Q1 | $500K | Buy |
2,843
+429
| +18% | +$75.4K | 0.13% | 60 |
|
|
2023
Q4 | $600K | Buy |
2,414
+14
| +0.6% | +$3.48K | 0.17% | 52 |
|
|
2023
Q3 | $533K | Buy |
2,400
+367
| +18% | +$81.5K | 0.17% | 50 |
|
|
2023
Q2 | $532K | Buy |
2,033
+12
| +0.6% | +$3.14K | 0.18% | 51 |
|
|
2023
Q1 | $419K | Buy |
2,021
+55
| +3% | +$11.4K | 0.16% | 54 |
|
|
2022
Q4 | $242K | Buy |
1,966
+5
| +0.3% | +$616 | 0.1% | 61 |
|
|
2022
Q3 | $520K | Buy |
1,961
+1,311
| +202% | +$348K | 0.24% | 48 |
|
|
2022
Q2 | $438K | Buy |
650
+6
| +0.9% | +$4.04K | 0.22% | 48 |
|
|
2022
Q1 | $694K | Buy |
644
+1
| +0.2% | +$1.08K | 0.3% | 46 |
|
|
2021
Q4 | $680K | Buy |
643
+4
| +0.6% | +$4.23K | 0.29% | 44 |
|
|
2021
Q3 | $496K | Hold |
639
| – | – | 0.23% | 46 |
|
|
2021
Q2 | $434K | Sell |
639
-70
| -10% | -$47.5K | 0.21% | 48 |
|
|
2021
Q1 | $474K | Buy |
709
+109
| +18% | +$72.9K | 0.25% | 46 |
|
|
2020
Q4 | $423K | Sell |
600
-140
| -19% | -$98.7K | 0.22% | 49 |
|
|
2020
Q3 | $317K | Buy |
+740
| New | +$317K | 0.18% | 54 |
|