Legacy Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
678
-26
| -4% | -$8.26K | 0.05% | 138 |
|
|
2025
Q1 | $182K | Sell |
704
-42
| -6% | -$10.9K | 0.04% | 156 |
|
|
2024
Q4 | $301K | Sell |
746
-97
| -12% | -$39.2K | 0.07% | 132 |
|
|
2024
Q3 | $221K | Buy |
+843
| New | +$221K | 0.05% | 151 |
|
|
2024
Q1 | – | Sell |
-973
| Closed | -$242K | – | 159 |
|
|
2023
Q4 | $242K | Buy |
973
+2
| +0.2% | +$497 | 0.06% | 145 |
|
|
2023
Q3 | $243K | Buy |
971
+66
| +7% | +$16.5K | 0.07% | 143 |
|
|
2023
Q2 | $237K | Buy |
+905
| New | +$237K | 0.07% | 148 |
|