AllGen Financial 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 | $362K | Buy |
1,139
+1
| +0.1% | +$318 | 0.1% | 36 |
|
|
2025
Q1 | $295K | Buy |
1,138
+9
| +0.8% | +$2.33K | 0.09% | 33 |
|
|
2024
Q4 | $456K | Buy |
1,129
+1
| +0.1% | +$404 | 0.15% | 34 |
|
|
2024
Q3 | $295K | Sell |
1,128
-102
| -8% | -$26.7K | 0.1% | 35 |
|
|
2024
Q2 | $243K | Sell |
1,230
-30
| -2% | -$5.94K | 0.09% | 35 |
|
|
2024
Q1 | $221K | Buy |
+1,260
| New | +$221K | 0.09% | 36 |
|
|
2022
Q3 | – | Sell |
-343,224
| Closed | -$2.59M | – | 40 |
|
|
2022
Q2 | $2.59M | Buy |
343,224
+342,528
| +49,214% | +$2.58M | 2.13% | 13 |
|
|
2022
Q1 | $250K | Buy |
+696
| New | +$250K | 0.21% | 32 |
|