Fiduciary Alliance’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Buy |
26,307
+6,607
| +34% | +$2.1M | 0.62% | 36 |
|
|
2025
Q1 | $5.11M | Buy |
19,700
+2,617
| +15% | +$678K | 0.5% | 54 |
|
|
2024
Q4 | $6.9M | Buy |
17,083
+11,434
| +202% | +$4.62M | 0.7% | 38 |
|
|
2024
Q3 | $1.48M | Buy |
5,649
+2,430
| +75% | +$636K | 0.2% | 95 |
|
|
2024
Q2 | $744K | Buy |
+3,219
| New | +$744K | 0.12% | 101 |
|
|
2024
Q1 | – | Sell |
-9,968
| Closed | -$2.48M | – | 207 |
|
|
2023
Q4 | $2.48M | Buy |
9,968
+577
| +6% | +$143K | 0.49% | 53 |
|
|
2023
Q3 | $2.35M | Buy |
9,391
+332
| +4% | +$83.1K | 0.54% | 50 |
|
|
2023
Q2 | $2.37M | Buy |
9,059
+213
| +2% | +$55.8K | 0.51% | 50 |
|
|
2023
Q1 | $1.84M | Sell |
8,846
-252
| -3% | -$52.3K | 0.46% | 57 |
|
|
2022
Q4 | $1.12M | Buy |
+9,098
| New | +$1.12M | 0.29% | 67 |
|