LJI Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
2,086
+133
| +7% | +$42.2K | 0.12% | 70 |
|
|
2025
Q1 | $506K | Sell |
1,953
-1
| -0.1% | -$259 | 0.1% | 84 |
|
|
2024
Q4 | $789K | Buy |
1,954
+84
| +4% | +$33.9K | 0.16% | 60 |
|
|
2024
Q3 | $489K | Sell |
1,870
-105
| -5% | -$27.5K | 0.1% | 108 |
|
|
2024
Q2 | $391K | Buy |
+1,975
| New | +$391K | 0.09% | 119 |
|
|
2024
Q1 | – | Sell |
-1,542
| Closed | -$383K | – | 171 |
|
|
2023
Q4 | $383K | Buy |
1,542
+49
| +3% | +$12.2K | 0.1% | 110 |
|
|
2023
Q3 | $374K | Buy |
1,493
+172
| +13% | +$43K | 0.11% | 99 |
|
|
2023
Q2 | $346K | Sell |
1,321
-131
| -9% | -$34.3K | 0.1% | 103 |
|
|
2023
Q1 | $301K | Buy |
+1,452
| New | +$301K | 0.1% | 111 |
|