Legacy 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 | – | Sell |
-20,692
| Closed | -$5.36M | – | 370 |
|
|
2025
Q1 | $5.36M | Buy |
20,692
+758
| +4% | +$196K | 0.55% | 30 |
|
|
2024
Q4 | $8.05M | Buy |
19,934
+1,442
| +8% | +$582K | 0.78% | 24 |
|
|
2024
Q3 | $4.84M | Buy |
18,492
+4,719
| +34% | +$1.23M | 0.52% | 36 |
|
|
2024
Q2 | $2.73M | Buy |
13,773
+1,422
| +12% | +$281K | 0.33% | 57 |
|
|
2024
Q1 | $2.17M | Sell |
12,351
-2,162
| -15% | -$380K | 0.27% | 68 |
|
|
2023
Q4 | $3.61M | Buy |
14,513
+1,795
| +14% | +$446K | 0.46% | 34 |
|
|
2023
Q3 | $3.18M | Buy |
12,718
+3,593
| +39% | +$899K | 0.51% | 47 |
|
|
2023
Q2 | $2.39M | Buy |
9,125
+1,724
| +23% | +$451K | 0.35% | 66 |
|
|
2023
Q1 | $1.54M | Buy |
7,401
+2,097
| +40% | +$435K | 0.28% | 72 |
|
|
2022
Q4 | $653K | Buy |
5,304
+309
| +6% | +$38.1K | 0.12% | 123 |
|
|
2022
Q3 | $1.33M | Buy |
4,995
+2,181
| +78% | +$579K | 0.29% | 65 |
|
|
2022
Q2 | $632K | Sell |
2,814
-78
| -3% | -$17.5K | 0.13% | 99 |
|
|
2022
Q1 | $1.04M | Buy |
2,892
+1,317
| +84% | +$473K | 0.2% | 75 |
|
|
2021
Q4 | $555K | Hold |
1,575
| – | – | 0.2% | 67 |
|
|
2021
Q3 | $407K | Buy |
1,575
+15
| +1% | +$3.88K | 0.16% | 79 |
|
|
2021
Q2 | $353K | Hold |
1,560
| – | – | 0.14% | 85 |
|
|
2021
Q1 | $347K | Hold |
1,560
| – | – | 0.15% | 84 |
|
|
2020
Q4 | $367K | Buy |
1,560
+75
| +5% | +$17.6K | 0.21% | 75 |
|
|
2020
Q3 | $212K | Buy |
+1,485
| New | +$212K | 0.14% | 99 |
|
|
2019
Q3 | – | Sell |
-1,050
| Closed | -$16K | – | 310 |
|
|
2019
Q2 | $16K | Sell |
1,050
-645
| -38% | -$9.83K | 0.01% | 275 |
|
|
2019
Q1 | $32K | Buy |
+1,695
| New | +$32K | 0.01% | 246 |
|
|
2018
Q4 | – | Sell |
-1,845
| Closed | -$33K | – | 374 |
|
|
2018
Q3 | $33K | Buy |
1,845
+675
| +58% | +$12.1K | 0.02% | 265 |
|
|
2018
Q2 | $27K | Sell |
1,170
-120
| -9% | -$2.77K | 0.02% | 233 |
|
|
2018
Q1 | $26K | Buy |
1,290
+30
| +2% | +$605 | 0.02% | 197 |
|
|
2017
Q4 | $26K | Buy |
1,260
+90
| +8% | +$1.86K | 0.03% | 162 |
|
|
2017
Q3 | $26K | Buy |
1,170
+645
| +123% | +$14.3K | 0.03% | 147 |
|
|
2017
Q2 | $12K | Buy |
+525
| New | +$12K | 0.02% | 158 |
|