Fi3 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 | $1.64M | Buy |
5,171
+208
| +4% | +$66.1K | 0.59% | 22 |
|
|
2025
Q1 | $1.29M | Sell |
4,963
-303
| -6% | -$78.5K | 0.52% | 26 |
|
|
2024
Q4 | $2.13M | Buy |
5,266
+373
| +8% | +$151K | 0.8% | 20 |
|
|
2024
Q3 | $1.28M | Buy |
4,893
+854
| +21% | +$223K | 0.51% | 22 |
|
|
2024
Q2 | $799K | Buy |
4,039
+184
| +5% | +$36.4K | 0.35% | 29 |
|
|
2024
Q1 | $698K | Sell |
3,855
-163
| -4% | -$29.5K | 0.32% | 30 |
|
|
2023
Q4 | $998K | Sell |
4,018
-112
| -3% | -$27.8K | 0.48% | 24 |
|
|
2023
Q3 | $1.03M | Buy |
4,130
+1,023
| +33% | +$256K | 0.56% | 22 |
|
|
2023
Q2 | $813K | Sell |
3,107
-257
| -8% | -$67.3K | 0.43% | 24 |
|
|
2023
Q1 | $698K | Buy |
3,364
+707
| +27% | +$147K | 0.37% | 31 |
|
|
2022
Q4 | $327K | Buy |
2,657
+342
| +15% | +$42.1K | 0.19% | 46 |
|
|
2022
Q3 | $614K | Buy |
2,315
+128
| +6% | +$33.9K | 0.56% | 23 |
|
|
2022
Q2 | $518K | Buy |
2,187
+48
| +2% | +$11.4K | 0.43% | 26 |
|
|
2022
Q1 | $768K | Buy |
2,139
+78
| +4% | +$28K | 0.6% | 20 |
|
|
2021
Q4 | $726K | Buy |
2,061
+261
| +15% | +$91.9K | 0.48% | 22 |
|
|
2021
Q3 | $465K | Buy |
1,800
+21
| +1% | +$5.43K | 0.31% | 26 |
|
|
2021
Q2 | $421K | Buy |
1,779
+84
| +5% | +$19.9K | 0.29% | 28 |
|
|
2021
Q1 | $377K | Buy |
+1,695
| New | +$377K | 0.32% | 28 |
|