Lord & Richards 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
$401K Buy
1,262
+205
+19% +$65.1K 0.42% 46
2025
Q1
$274K Buy
+1,057
New +$274K 0.31% 62