LGT Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Buy |
+91
| New | +$28.9K | 0.07% | 136 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 772 |
|
|
2024
Q3 | – | Sell |
-915
| Closed | -$181K | – | 791 |
|
|
2024
Q2 | $181K | Hold |
915
| – | – | 0.38% | 51 |
|
|
2024
Q1 | $161K | Sell |
915
-264
| -22% | -$46.4K | 0.19% | 128 |
|
|
2023
Q4 | $293K | Sell |
1,179
-137
| -10% | -$34K | 0.36% | 59 |
|
|
2023
Q3 | $329K | Sell |
1,316
-351
| -21% | -$87.8K | 0.42% | 52 |
|
|
2023
Q2 | $436K | Hold |
1,667
| – | – | 0.46% | 61 |
|
|
2023
Q1 | $346K | Sell |
1,667
-1,079
| -39% | -$224K | 0.64% | 43 |
|
|
2022
Q4 | $338K | Buy |
+2,746
| New | +$338K | 0.4% | 53 |
|