LRIA
Leonard Rickey Investment Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
2,057
-62
| -3% | -$19.7K | 0.13% | 56 |
|
|
2025
Q1 | $535K | Sell |
2,119
-21
| -1% | -$5.3K | 0.12% | 56 |
|
|
2024
Q4 | $864K | Sell |
2,140
-128
| -6% | -$51.7K | 0.2% | 45 |
|
|
2024
Q3 | $593K | Buy |
2,268
+1,065
| +89% | +$279K | 0.13% | 55 |
|
|
2024
Q2 | $238K | Buy |
+1,203
| New | +$238K | 0.06% | 93 |
|
|
2024
Q1 | – | Sell |
-2,093
| Closed | -$520K | – | 96 |
|
|
2023
Q4 | $520K | Sell |
2,093
-1
| -0% | -$248 | 0.15% | 52 |
|
|
2023
Q3 | $524K | Buy |
2,094
+24
| +1% | +$6.01K | 0.17% | 48 |
|
|
2023
Q2 | $542K | Sell |
2,070
-129
| -6% | -$33.8K | 0.2% | 42 |
|
|
2023
Q1 | $456K | Buy |
+2,199
| New | +$456K | 0.18% | 47 |
|
|
2022
Q4 | – | Sell |
-2,342
| Closed | -$621K | – | 71 |
|
|
2022
Q3 | $621K | Buy |
2,342
+1,564
| +201% | +$415K | 0.29% | 33 |
|
|
2022
Q2 | $524K | Sell |
778
-56
| -7% | -$37.7K | 0.23% | 38 |
|
|
2022
Q1 | $899K | Buy |
834
+146
| +21% | +$157K | 0.34% | 31 |
|
|
2021
Q4 | $727K | Buy |
688
+27
| +4% | +$28.5K | 0.27% | 38 |
|
|
2021
Q3 | $513K | Buy |
661
+4
| +0.6% | +$3.1K | 0.22% | 42 |
|
|
2021
Q2 | $427K | Sell |
657
-13
| -2% | -$8.45K | 0.18% | 45 |
|
|
2021
Q1 | $448K | Buy |
+670
| New | +$448K | 0.18% | 39 |
|