Lodestone 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 | $717K | Buy |
2,258
+273
| +14% | +$86.7K | 0.35% | 72 |
|
|
2025
Q1 | $514K | Buy |
1,985
+204
| +11% | +$52.9K | 0.27% | 88 |
|
|
2024
Q4 | $719K | Sell |
1,781
-64
| -3% | -$25.8K | 0.36% | 72 |
|
|
2024
Q3 | $483K | Sell |
1,845
-53
| -3% | -$13.9K | 0.24% | 90 |
|
|
2024
Q2 | $376K | Sell |
1,898
-8
| -0.4% | -$1.58K | 0.2% | 111 |
|
|
2024
Q1 | $335K | Buy |
1,906
+303
| +19% | +$53.3K | 0.18% | 117 |
|
|
2023
Q4 | $398K | Buy |
1,603
+13
| +0.8% | +$3.23K | 0.23% | 103 |
|
|
2023
Q3 | $398K | Hold |
1,590
| – | – | 0.28% | 85 |
|
|
2023
Q2 | $416K | Hold |
1,590
| – | – | 0.29% | 84 |
|
|
2023
Q1 | $330K | Buy |
+1,590
| New | +$330K | 0.25% | 95 |
|