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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