JNBA Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
1,569
+357
| +29% | +$113K | 0.05% | 134 |
|
|
2025
Q1 | $314K | Sell |
1,212
-118
| -9% | -$30.6K | 0.03% | 155 |
|
|
2024
Q4 | $537K | Buy |
1,330
+32
| +2% | +$12.9K | 0.05% | 129 |
|
|
2024
Q3 | $340K | Sell |
1,298
-215
| -14% | -$56.3K | 0.03% | 152 |
|
|
2024
Q2 | $299K | Sell |
1,513
-360
| -19% | -$71.2K | 0.03% | 161 |
|
|
2024
Q1 | $329K | Sell |
1,873
-225
| -11% | -$39.6K | 0.03% | 162 |
|
|
2023
Q4 | $521K | Buy |
2,098
+47
| +2% | +$11.7K | 0.06% | 132 |
|
|
2023
Q3 | $513K | Hold |
2,051
| – | – | 0.06% | 124 |
|
|
2023
Q2 | $537K | Buy |
2,051
+200
| +11% | +$52.4K | 0.06% | 124 |
|
|
2023
Q1 | $384K | Sell |
1,851
-69
| -4% | -$14.3K | 0.05% | 143 |
|
|
2022
Q4 | $237K | Sell |
1,920
-6
| -0.3% | -$739 | 0.03% | 178 |
|
|
2022
Q3 | $511K | Hold |
1,926
| – | – | 0.08% | 123 |
|
|
2022
Q2 | $432K | Sell |
1,926
-99
| -5% | -$22.2K | 0.07% | 127 |
|
|
2022
Q1 | $727K | Buy |
2,025
+282
| +16% | +$101K | 0.1% | 112 |
|
|
2021
Q4 | $614K | Buy |
1,743
+111
| +7% | +$39.1K | 0.08% | 120 |
|
|
2021
Q3 | $422K | Sell |
1,632
-27
| -2% | -$6.98K | 0.06% | 138 |
|
|
2021
Q2 | $376K | Buy |
1,659
+3
| +0.2% | +$680 | 0.05% | 142 |
|
|
2021
Q1 | $369K | Sell |
1,656
-48
| -3% | -$10.7K | 0.05% | 136 |
|
|
2020
Q4 | $401K | Buy |
1,704
+375
| +28% | +$88.2K | 0.07% | 124 |
|
|
2020
Q3 | $190K | Buy |
1,329
+54
| +4% | +$7.72K | 0.04% | 155 |
|
|
2020
Q2 | $92K | Buy |
1,275
+240
| +23% | +$17.3K | 0.02% | 187 |
|
|
2020
Q1 | $36K | Hold |
1,035
| – | – | 0.01% | 251 |
|
|
2019
Q4 | $29K | Hold |
1,035
| – | – | 0.01% | 304 |
|
|
2019
Q3 | $17K | Buy |
1,035
+285
| +38% | +$4.68K | ﹤0.01% | 351 |
|
|
2019
Q2 | $11K | Buy |
750
+15
| +2% | +$220 | ﹤0.01% | 427 |
|
|
2019
Q1 | $14K | Hold |
735
| – | – | ﹤0.01% | 375 |
|
|
2018
Q4 | $16K | Sell |
735
-1,275
| -63% | -$27.8K | ﹤0.01% | 329 |
|
|
2018
Q3 | $35K | Buy |
2,010
+1,275
| +173% | +$22.2K | 0.02% | 256 |
|
|
2018
Q2 | $17K | Hold |
735
| – | – | ﹤0.01% | 332 |
|
|
2018
Q1 | $13K | Hold |
735
| – | – | ﹤0.01% | 354 |
|
|
2017
Q4 | $15K | Hold |
735
| – | – | ﹤0.01% | 340 |
|
|
2017
Q3 | $17K | Hold |
735
| – | – | ﹤0.01% | 317 |
|
|
2017
Q2 | $18K | Hold |
735
| – | – | ﹤0.01% | 305 |
|
|
2017
Q1 | $14K | Sell |
735
-1,035
| -58% | -$19.7K | ﹤0.01% | 331 |
|
|
2016
Q4 | $25K | Sell |
1,770
-585
| -25% | -$8.26K | 0.01% | 274 |
|
|
2016
Q3 | $32K | Buy |
2,355
+1,410
| +149% | +$19.2K | ﹤0.01% | 660 |
|
|
2016
Q2 | $13K | Buy |
945
+210
| +29% | +$2.89K | ﹤0.01% | 332 |
|
|
2016
Q1 | $11K | Hold |
735
| – | – | ﹤0.01% | 348 |
|
|
2015
Q4 | $12K | Buy |
735
+375
| +104% | +$6.12K | ﹤0.01% | 332 |
|
|
2015
Q3 | $6K | Hold |
360
| – | – | ﹤0.01% | 397 |
|
|
2015
Q2 | $6K | Hold |
360
| – | – | ﹤0.01% | 397 |
|
|
2015
Q1 | $5K | Hold |
360
| – | – | ﹤0.01% | 426 |
|
|
2014
Q4 | $5K | Buy |
+360
| New | +$5K | ﹤0.01% | 425 |
|