LRI Investments’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,756
+754
| +25% | +$239K | 0.1% | 94 |
|
|
2025
Q1 | $778K | Buy |
3,002
+1,332
| +80% | +$345K | 0.08% | 123 |
|
|
2024
Q4 | $675K | Buy |
1,670
+349
| +26% | +$141K | 0.07% | 111 |
|
|
2024
Q3 | $411K | Sell |
1,321
-488
| -27% | -$152K | 0.04% | 173 |
|
|
2024
Q2 | $358K | Buy |
1,809
+1,239
| +217% | +$245K | 0.04% | 146 |
|
|
2024
Q1 | $100K | Buy |
+570
| New | +$100K | 0.03% | 202 |
|