Lloyd Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-546
| Closed | -$220K | – | 117 |
|
2024
Q4 | $220K | Buy |
+546
| New | +$220K | 0.1% | 92 |
|
2024
Q2 | – | Sell |
-9,765
| Closed | -$1.72M | – | 185 |
|
2024
Q1 | $1.72M | Buy |
9,765
+8,383
| +607% | +$1.47M | 0.37% | 39 |
|
2023
Q4 | $343K | Sell |
1,382
-5,625
| -80% | -$1.4M | 0.16% | 74 |
|
2023
Q3 | $1.75M | Buy |
+7,007
| New | +$1.75M | 0.58% | 35 |
|
2022
Q2 | – | Sell |
-489
| Closed | -$176K | – | 535 |
|
2022
Q1 | $176K | Buy |
489
+393
| +409% | +$141K | 0.08% | 107 |
|
2021
Q4 | $34K | Buy |
+96
| New | +$34K | 0.02% | 248 |
|