Allen Mooney & Barnes Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
2,945
+294
| +11% | +$93.4K | 0.15% | 71 |
|
|
2025
Q1 | $687K | Buy |
2,651
+345
| +15% | +$89.4K | 0.11% | 84 |
|
|
2024
Q4 | $931K | Buy |
2,306
+1,066
| +86% | +$430K | 0.16% | 71 |
|
|
2024
Q3 | $324K | Sell |
1,240
-508
| -29% | -$133K | 0.06% | 123 |
|
|
2024
Q2 | $346K | Buy |
1,748
+310
| +22% | +$61.3K | 0.06% | 125 |
|
|
2024
Q1 | $251K | Buy |
1,438
+251
| +21% | +$43.8K | 0.05% | 144 |
|
|
2023
Q4 | $295K | Buy |
1,187
+9
| +0.8% | +$2.24K | 0.06% | 134 |
|
|
2023
Q3 | $295K | Sell |
1,178
-120
| -9% | -$30K | 0.06% | 120 |
|
|
2023
Q2 | $340K | Sell |
1,298
-227
| -15% | -$59.4K | 0.08% | 110 |
|
|
2023
Q1 | $316K | Buy |
+1,525
| New | +$316K | 0.08% | 109 |
|
|
2022
Q4 | – | Sell |
-957
| Closed | -$254K | – | 137 |
|
|
2022
Q3 | $254K | Sell |
957
-435
| -31% | -$115K | 0.07% | 116 |
|
|
2022
Q2 | $312K | Sell |
1,392
-192
| -12% | -$43.1K | 0.08% | 114 |
|
|
2022
Q1 | $569K | Buy |
+1,584
| New | +$569K | 0.13% | 91 |
|