AllGen Financial Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$504K Sell
2025
Q2
$362K Buy
2025
Q1
$295K Buy
2024
Q4
$456K Buy
2024
Q3
$295K Sell
2024
Q2
$243K Sell
2024
Q1
$221K Buy
2022
Q3
Sell
2022
Q2
$2.59M Buy
2022
Q1
$250K Buy