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 |
|