Bragg 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
$9.95M Buy
31,309
+1,252
+4% +$398K 0.36% 102
2025
Q1
$7.79M Buy
30,057
+648
+2% +$168K 0.32% 105
2024
Q4
$11.9M Buy
29,409
+537
+2% +$217K 0.48% 80
2024
Q3
$7.55M Buy
28,872
+3,323
+13% +$869K 0.31% 113
2024
Q2
$5.06M Buy
25,549
+2,169
+9% +$429K 0.23% 124
2024
Q1
$4.11M Buy
23,380
+3,654
+19% +$642K 0.18% 132
2023
Q4
$4.9M Buy
19,726
+8,124
+70% +$2.02M 0.23% 123
2023
Q3
$2.9M Buy
11,602
+9,052
+355% +$2.26M 0.15% 139
2023
Q2
$668K Sell
2,550
-37
-1% -$9.69K 0.04% 228
2023
Q1
$537K Hold
2,587
0.03% 235
2022
Q4
$319K Buy
2,587
+31
+1% +$3.82K 0.02% 267
2022
Q3
$678K Buy
2,556
+75
+3% +$19.9K 0.05% 202
2022
Q2
$557K Buy
2,481
+42
+2% +$9.43K 0.04% 219
2022
Q1
$876K Buy
2,439
+174
+8% +$62.5K 0.05% 195
2021
Q4
$585K Hold
2,265
0.04% 206
2021
Q3
$585K Hold
2,265
0.04% 206
2021
Q2
$513K Sell
2,265
-150
-6% -$34K 0.03% 219
2021
Q1
$538K Sell
2,415
-360
-13% -$80.2K 0.04% 212
2020
Q4
$653K Sell
2,775
-1,125
-29% -$265K 0.06% 185
2020
Q3
$558K Sell
3,900
-375
-9% -$53.7K 0.06% 185
2020
Q2
$308K Buy
+4,275
New +$308K 0.03% 223