KFG 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 | $1.11M | Buy |
3,485
+52
| +2% | +$16.5K | 0.18% | 67 |
|
|
2025
Q1 | $890K | Buy |
3,433
+303
| +10% | +$78.5K | 0.16% | 71 |
|
|
2024
Q4 | $1.26M | Buy |
3,130
+8
| +0.3% | +$3.23K | 0.24% | 54 |
|
|
2024
Q3 | $817K | Buy |
3,122
+25
| +0.8% | +$6.54K | 0.18% | 76 |
|
|
2024
Q2 | $613K | Sell |
3,097
-91
| -3% | -$18K | 0.24% | 77 |
|
|
2024
Q1 | $560K | Buy |
3,188
+50
| +2% | +$8.79K | 0.23% | 77 |
|
|
2023
Q4 | $780K | Sell |
3,138
-17
| -0.5% | -$4.22K | 0.36% | 48 |
|
|
2023
Q3 | $790K | Buy |
3,155
+74
| +2% | +$18.5K | 0.43% | 45 |
|
|
2023
Q2 | $807K | Buy |
3,081
+149
| +5% | +$39K | 0.47% | 41 |
|
|
2023
Q1 | $545K | Buy |
2,932
+27
| +0.9% | +$5.02K | 0.38% | 43 |
|
|
2022
Q4 | $358K | Buy |
+2,905
| New | +$358K | 0.37% | 51 |
|