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 Q4	$508K	Sell	1,129 -5	-0.4%	-$2.22K	0.12%	30
2025 Q3	$504K	Sell	1,134 -5	-0.4%	-$1.73K	0.12%	32
2025 Q2	$362K	Buy	1,139 +1	+0.1%	+$301	0.1%	36
2025 Q1	$295K	Buy	1,138 +9	+0.8%	+$3K	0.09%	33
2024 Q4	$456K	Buy	1,129 +1	+0.1%	+$322	0.15%	34
2024 Q3	$295K	Sell	1,128 -102	-8%	-$23.3K	0.1%	35
2024 Q2	$243K	Sell	1,230 -30	-2%	-$5.24K	0.09%	35
2024 Q1	$221K	Buy	+1,260	New	+$246K	0.09%	36
2022 Q3	–	Sell	-343,224	Closed	-$2.59M	–	40
2022 Q2	$2.59M	Buy	343,224 +342,528	+49,214%	+$93.5M	2.13%	13
2022 Q1	$250K	Buy	+696	New	+$217K	0.21%	32