Norris Financial Group, LLC’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $545K | Buy |
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|
2025
Q4 | $659K | Hold |
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|
2025
Q3 | $652K | Sell |
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|
2025
Q2 | $594K | Buy |
|
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|
2025
Q1 | $454K | Buy |
|
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|
2024
Q4 | $701K | Buy |
|
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|
2024
Q3 | $260K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $247K | Hold |
|
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $890K | Sell |
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|
2021
Q3 | $796K | Buy |
|