JFG Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
1,830
-2,646
| -59% | -$841K | 0.12% | 39 |
|
|
2025
Q1 | $1.16M | Buy |
4,476
+250
| +6% | +$64.8K | 0.26% | 30 |
|
|
2024
Q4 | $1.71M | Buy |
+4,226
| New | +$1.71M | 0.39% | 26 |
|
|
2024
Q1 | – | Sell |
-2,849
| Closed | -$708K | – | 78 |
|
|
2023
Q4 | $708K | Buy |
2,849
+549
| +24% | +$136K | 0.2% | 27 |
|
|
2023
Q3 | $576K | Buy |
2,300
+300
| +15% | +$75.1K | 0.19% | 17 |
|
|
2023
Q2 | $524K | Buy |
+2,000
| New | +$524K | 0.16% | 18 |
|