IRON Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $381K | Buy |
1,199
+29
| +2% | +$9.21K | 0.2% | 74 |
|
2025
Q1 | $303K | Buy |
1,170
+200
| +21% | +$51.8K | 0.17% | 76 |
|
2024
Q4 | $392K | Buy |
+970
| New | +$392K | 0.22% | 66 |
|
2024
Q1 | – | Sell |
-1,329
| Closed | -$330K | – | 117 |
|
2023
Q4 | $330K | Hold |
1,329
| – | – | 0.19% | 73 |
|
2023
Q3 | $333K | Hold |
1,329
| – | – | 0.19% | 72 |
|
2023
Q2 | $348K | Sell |
1,329
-12
| -0.9% | -$3.14K | 0.19% | 64 |
|
2023
Q1 | $278K | Sell |
1,341
-683
| -34% | -$142K | 0.15% | 69 |
|
2022
Q4 | $249K | Buy |
2,024
+112
| +6% | +$13.8K | 0.14% | 77 |
|
2022
Q3 | $507K | Sell |
1,912
-176
| -8% | -$46.7K | 0.28% | 59 |
|
2022
Q2 | $469K | Sell |
2,088
-18
| -0.9% | -$4.04K | 0.25% | 58 |
|
2022
Q1 | $756K | Buy |
2,106
+465
| +28% | +$167K | 0.35% | 44 |
|
2021
Q4 | $578K | Sell |
1,641
-1,311
| -44% | -$462K | 0.26% | 49 |
|
2021
Q3 | $763K | Hold |
2,952
| – | – | 0.37% | 39 |
|
2021
Q2 | $669K | Sell |
2,952
-1,650
| -36% | -$374K | 0.31% | 41 |
|
2021
Q1 | $1.03M | Buy |
4,602
+135
| +3% | +$30.1K | 0.54% | 27 |
|
2020
Q4 | $1.05M | Sell |
4,467
-468
| -9% | -$110K | 0.53% | 22 |
|
2020
Q3 | $706K | Buy |
4,935
+1,110
| +29% | +$159K | 0.39% | 31 |
|
2020
Q2 | $275K | Buy |
+3,825
| New | +$275K | 0.14% | 81 |
|