IA
IFG Advisors’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $995K | Buy |
3,131
+245
| +8% | +$77.8K | 0.17% | 59 |
|
2025
Q1 | $748K | Sell |
2,886
-518
| -15% | -$134K | 0.14% | 66 |
|
2024
Q4 | $1.37M | Buy |
3,404
+54
| +2% | +$21.8K | 0.27% | 46 |
|
2024
Q3 | $876K | Buy |
3,350
+207
| +7% | +$54.2K | 0.19% | 55 |
|
2024
Q2 | $622K | Sell |
3,143
-200
| -6% | -$39.6K | 0.15% | 69 |
|
2024
Q1 | $588K | Sell |
3,343
-201
| -6% | -$35.3K | 0.15% | 66 |
|
2023
Q4 | $881K | Sell |
3,544
-47
| -1% | -$11.7K | 0.26% | 41 |
|
2023
Q3 | $899K | Buy |
3,591
+5
| +0.1% | +$1.25K | 0.32% | 36 |
|
2023
Q2 | $939K | Hold |
3,586
| – | – | 0.33% | 37 |
|
2023
Q1 | $744K | Buy |
3,586
+164
| +5% | +$34K | 0.29% | 41 |
|
2022
Q4 | $422K | Buy |
3,422
+111
| +3% | +$13.7K | 0.18% | 68 |
|
2022
Q3 | $878K | Buy |
3,311
+2,248
| +211% | +$596K | 0.44% | 32 |
|
2022
Q2 | $716K | Buy |
1,063
+14
| +1% | +$9.43K | 0.36% | 39 |
|
2022
Q1 | $1.13M | Sell |
1,049
-33
| -3% | -$35.5K | 0.5% | 32 |
|
2021
Q4 | $1.14M | Buy |
1,082
+10
| +0.9% | +$10.6K | 0.48% | 32 |
|
2021
Q3 | $831K | Buy |
1,072
+69
| +7% | +$53.5K | 0.38% | 39 |
|
2021
Q2 | $682K | Buy |
1,003
+112
| +13% | +$76.2K | 0.32% | 46 |
|
2021
Q1 | $595K | Sell |
891
-57
| -6% | -$38.1K | 0.33% | 46 |
|
2020
Q4 | $669K | Buy |
948
+77
| +9% | +$54.3K | 0.41% | 31 |
|
2020
Q3 | $373K | Buy |
+871
| New | +$373K | 0.26% | 51 |
|