Archford Capital Strategies’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$969K Buy
3,050
+1,011
+50% +$321K 0.12% 153
2025
Q1
$528K Buy
2,039
+109
+6% +$28.2K 0.08% 199
2024
Q4
$779K Buy
1,930
+161
+9% +$65K 0.12% 150
2024
Q3
$388K Buy
1,769
+358
+25% +$78.5K 0.06% 196
2024
Q2
$279K Sell
1,411
-280
-17% -$55.4K 0.05% 221
2024
Q1
$297K Buy
1,691
+810
+92% +$142K 0.05% 220
2023
Q4
$219K Hold
881
0.04% 237
2023
Q3
$220K Buy
881
+32
+4% +$8.01K 0.04% 255
2023
Q2
$228K Sell
849
-2,735
-76% -$736K 0.04% 262
2023
Q1
$665K Buy
+3,584
New +$665K 0.14% 167
2022
Q4
Sell
-1,947
Closed -$516K 294
2022
Q3
$516K Buy
+1,947
New +$516K 0.13% 175
2019
Q3
Sell
-315
Closed -$5K 494
2019
Q2
$5K Hold
315
﹤0.01% 469
2019
Q1
$6K Buy
+315
New +$6K ﹤0.01% 420
2018
Q2
Sell
-330
Closed -$7K 741
2018
Q1
$7K Buy
+330
New +$7K ﹤0.01% 358