Hofer & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,170
| Closed | -$472K | – | 61 |
|
2024
Q4 | $472K | Buy |
1,170
+4
| +0.3% | +$1.62K | 0.32% | 39 |
|
2024
Q3 | $305K | Hold |
1,166
| – | – | 0.21% | 43 |
|
2024
Q2 | $231K | Buy |
+1,166
| New | +$231K | 0.18% | 54 |
|
2024
Q1 | – | Sell |
-985
| Closed | -$245K | – | 57 |
|
2023
Q4 | $245K | Sell |
985
-17
| -2% | -$4.22K | 0.23% | 47 |
|
2023
Q3 | $251K | Buy |
1,002
+19
| +2% | +$4.75K | 0.26% | 41 |
|
2023
Q2 | $257K | Buy |
+983
| New | +$257K | 0.25% | 44 |
|
2022
Q4 | – | Sell |
-1,211
| Closed | -$321K | – | 53 |
|
2022
Q3 | $321K | Sell |
1,211
-88
| -7% | -$23.3K | 0.35% | 35 |
|
2022
Q2 | $291K | Hold |
1,299
| – | – | 0.3% | 39 |
|
2022
Q1 | $466K | Hold |
1,299
| – | – | 0.41% | 31 |
|
2021
Q4 | $457K | Buy |
+1,299
| New | +$457K | 0.41% | 30 |
|