Allegiance Financial Group Advisory Services’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$520K	Sell	1,400 -62	-4%	-$25.5K	0.1%	80
2025 Q4	$657K	Sell	1,462 -498	-25%	-$221K	0.14%	61
2025 Q3	$872K	Buy	1,960 +921	+89%	+$319K	0.2%	45
2025 Q2	$330K	Buy	+1,039	New	+$313K	0.09%	98
2025 Q1	–	Sell	-1,862	Closed	-$752K	–	156
2024 Q4	$752K	Sell	1,862 -1,133	-38%	-$365K	0.24%	43
2024 Q3	$784K	Buy	2,995 +148	+5%	+$33.8K	0.27%	38
2024 Q2	$563K	Sell	2,847 -294	-9%	-$51.4K	0.22%	43
2024 Q1	$552K	Buy	3,141 +418	+15%	+$81.7K	0.23%	45
2023 Q4	$677K	Sell	2,723 -674	-20%	-$160K	0.32%	40
2023 Q3	$850K	Buy	3,397 +100	+3%	+$25.7K	0.48%	35
2023 Q2	$863K	Sell	3,297 -18	-0.5%	-$3.6K	0.51%	35
2023 Q1	$688K	Buy	3,315 +49	+2%	+$8.55K	0.51%	38
2022 Q4	$402K	Buy	+3,266	New	+$618K	0.39%	44