MPS Loria Financial Planners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
1,315
-219
| -14% | -$69.6K | 0.12% | 52 |
|
|
2025
Q1 | $398K | Buy |
1,534
+93
| +6% | +$24.1K | 0.12% | 52 |
|
|
2024
Q4 | $582K | Buy |
1,441
+17
| +1% | +$6.87K | 0.17% | 36 |
|
|
2024
Q3 | $373K | Buy |
1,424
+1
| +0.1% | +$262 | 0.11% | 55 |
|
|
2024
Q2 | $282K | Sell |
1,423
-9
| -0.6% | -$1.78K | 0.09% | 64 |
|
|
2024
Q1 | $252K | Buy |
1,432
+21
| +1% | +$3.69K | 0.08% | 69 |
|
|
2023
Q4 | $351K | Sell |
1,411
-20
| -1% | -$4.97K | 0.12% | 51 |
|
|
2023
Q3 | $358K | Buy |
1,431
+42
| +3% | +$10.5K | 0.14% | 46 |
|
|
2023
Q2 | $364K | Sell |
1,389
-38
| -3% | -$9.95K | 0.14% | 50 |
|
|
2023
Q1 | $296K | Buy |
+1,427
| New | +$296K | 0.12% | 57 |
|
|
2022
Q4 | – | Sell |
-1,398
| Closed | -$371K | – | 71 |
|
|
2022
Q3 | $371K | Buy |
1,398
+276
| +25% | +$73.2K | 0.14% | 45 |
|
|
2022
Q2 | $251K | Sell |
1,122
-9
| -0.8% | -$2.01K | 0.11% | 60 |
|
|
2022
Q1 | $406K | Buy |
1,131
+237
| +27% | +$85.1K | 0.17% | 49 |
|
|
2021
Q4 | $314K | Sell |
894
-267
| -23% | -$93.8K | 0.13% | 58 |
|
|
2021
Q3 | $300K | Buy |
1,161
+63
| +6% | +$16.3K | 0.14% | 57 |
|
|
2021
Q2 | $249K | Buy |
1,098
+42
| +4% | +$9.53K | 0.11% | 69 |
|
|
2021
Q1 | $235K | Buy |
1,056
+12
| +1% | +$2.67K | 0.11% | 70 |
|
|
2020
Q4 | $254K | Buy |
1,044
+90
| +9% | +$21.9K | 0.11% | 68 |
|
|
2020
Q3 | $136K | Buy |
954
+54
| +6% | +$7.7K | 0.07% | 86 |
|
|
2020
Q2 | $65K | Buy |
+900
| New | +$65K | 0.03% | 127 |
|