Allegiance Financial Group Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
+1,039
| New | +$330K | 0.09% | 98 |
|
|
2025
Q1 | – | Sell |
-1,862
| Closed | -$752K | – | 156 |
|
|
2024
Q4 | $752K | Sell |
1,862
-1,133
| -38% | -$458K | 0.24% | 43 |
|
|
2024
Q3 | $784K | Buy |
2,995
+148
| +5% | +$38.7K | 0.27% | 38 |
|
|
2024
Q2 | $563K | Sell |
2,847
-294
| -9% | -$58.2K | 0.22% | 43 |
|
|
2024
Q1 | $552K | Buy |
3,141
+418
| +15% | +$73.5K | 0.23% | 45 |
|
|
2023
Q4 | $677K | Sell |
2,723
-674
| -20% | -$167K | 0.32% | 40 |
|
|
2023
Q3 | $850K | Buy |
3,397
+100
| +3% | +$25K | 0.48% | 35 |
|
|
2023
Q2 | $863K | Sell |
3,297
-18
| -0.5% | -$4.71K | 0.51% | 35 |
|
|
2023
Q1 | $688K | Buy |
3,315
+49
| +2% | +$10.2K | 0.51% | 38 |
|
|
2022
Q4 | $402K | Buy |
+3,266
| New | +$402K | 0.39% | 44 |
|