LifePlan Investment 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 | $319K | Buy |
1,003
+167
| +20% | +$53K | 0.16% | 89 |
|
|
2025
Q1 | $217K | Sell |
836
-38
| -4% | -$9.85K | 0.12% | 100 |
|
|
2024
Q4 | $353K | Buy |
874
+105
| +14% | +$42.4K | 0.22% | 74 |
|
|
2024
Q3 | $201K | Buy |
+769
| New | +$201K | 0.13% | 93 |
|
|
2024
Q1 | – | Sell |
-1,036
| Closed | -$257K | – | 87 |
|
|
2023
Q4 | $257K | Sell |
1,036
-37
| -3% | -$9.19K | 0.24% | 62 |
|
|
2023
Q3 | $268K | Sell |
1,073
-222
| -17% | -$55.5K | 0.29% | 53 |
|
|
2023
Q2 | $339K | Buy |
+1,295
| New | +$339K | 0.38% | 42 |
|