Lido 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 | $101M | Buy |
318,559
+37,669
| +13% | +$12M | 0.39% | 33 |
|
|
2025
Q1 | $72.8M | Buy |
280,890
+40,067
| +17% | +$10.4M | 0.33% | 40 |
|
|
2024
Q4 | $97.3M | Sell |
240,823
-26,438
| -10% | -$10.7M | 0.44% | 29 |
|
|
2024
Q3 | $69.9M | Buy |
267,261
+33,478
| +14% | +$8.76M | 0.35% | 28 |
|
|
2024
Q2 | $46.3M | Buy |
233,783
+1,520
| +0.7% | +$301K | 0.26% | 39 |
|
|
2024
Q1 | $40.8M | Buy |
232,263
+10,123
| +5% | +$1.78M | 0.24% | 40 |
|
|
2023
Q4 | $55.2M | Buy |
222,140
+12,113
| +6% | +$3.01M | 0.37% | 25 |
|
|
2023
Q3 | $52.6M | Buy |
210,027
+15,042
| +8% | +$3.76M | 0.4% | 24 |
|
|
2023
Q2 | $51M | Buy |
194,985
+20,772
| +12% | +$5.44M | 0.36% | 23 |
|
|
2023
Q1 | $36.1M | Buy |
174,213
+20,823
| +14% | +$4.32M | 0.35% | 30 |
|
|
2022
Q4 | $18.9M | Buy |
153,390
+40,328
| +36% | +$4.97M | 0.23% | 51 |
|
|
2022
Q3 | $30M | Sell |
113,062
-5,423
| -5% | -$1.44M | 0.38% | 24 |
|
|
2022
Q2 | $26.6M | Sell |
118,485
-3,390
| -3% | -$761K | 0.35% | 28 |
|
|
2022
Q1 | $43.8M | Buy |
121,875
+3,480
| +3% | +$1.25M | 0.49% | 19 |
|
|
2021
Q4 | $41.7M | Sell |
118,395
-22,860
| -16% | -$8.05M | 0.45% | 19 |
|
|
2021
Q3 | $36.5M | Buy |
141,255
+12,753
| +10% | +$3.3M | 0.51% | 20 |
|
|
2021
Q2 | $29.1M | Sell |
128,502
-2,835
| -2% | -$642K | 0.41% | 22 |
|
|
2021
Q1 | $29.2M | Buy |
131,337
+15,978
| +14% | +$3.56M | 0.5% | 19 |
|
|
2020
Q4 | $27.1M | Sell |
115,359
-80,058
| -41% | -$18.8M | 0.57% | 18 |
|
|
2020
Q3 | $27.9M | Buy |
195,417
+1,737
| +0.9% | +$248K | 0.72% | 15 |
|
|
2020
Q2 | $13.9M | Sell |
193,680
-20,820
| -10% | -$1.5M | 0.42% | 26 |
|
|
2020
Q1 | $7.49M | Buy |
214,500
+2,025
| +1% | +$70.7K | 0.32% | 39 |
|
|
2019
Q4 | $5.93M | Buy |
212,475
+199,050
| +1,483% | +$5.55M | 0.24% | 61 |
|
|
2019
Q3 | $216K | Buy |
+13,425
| New | +$216K | 0.01% | 476 |
|
|
2019
Q2 | – | Sell |
-11,520
| Closed | -$214K | – | 526 |
|
|
2019
Q1 | $214K | Buy |
+11,520
| New | +$214K | 0.01% | 438 |
|
|
2018
Q4 | – | Sell |
-26,070
| Closed | -$460K | – | 457 |
|
|
2018
Q3 | $460K | Buy |
26,070
+1,605
| +7% | +$28.3K | 0.04% | 237 |
|
|
2018
Q2 | $559K | Buy |
24,465
+1,140
| +5% | +$26K | 0.06% | 168 |
|
|
2018
Q1 | $413K | Buy |
23,325
+1,290
| +6% | +$22.8K | 0.06% | 208 |
|
|
2017
Q4 | $457K | Sell |
22,035
-750
| -3% | -$15.6K | 0.07% | 155 |
|
|
2017
Q3 | $503K | Buy |
22,785
+14,115
| +163% | +$312K | 0.08% | 141 |
|
|
2017
Q2 | $209K | Buy |
+8,670
| New | +$209K | 0.04% | 235 |
|