Legacy 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 | $5.47M | Buy |
17,215
+1,436
| +9% | +$456K | 0.85% | 20 |
|
|
2025
Q1 | $4.09M | Sell |
15,779
-1,719
| -10% | -$445K | 0.68% | 23 |
|
|
2024
Q4 | $7.07M | Buy |
17,498
+1,183
| +7% | +$478K | 1.17% | 17 |
|
|
2024
Q3 | $4.27M | Buy |
16,315
+907
| +6% | +$237K | 0.72% | 23 |
|
|
2024
Q2 | $3.05M | Buy |
15,408
+3,978
| +35% | +$787K | 0.54% | 31 |
|
|
2024
Q1 | $2.01M | Sell |
11,430
-568
| -5% | -$99.9K | 0.36% | 46 |
|
|
2023
Q4 | $2.98M | Buy |
11,998
+510
| +4% | +$127K | 0.57% | 30 |
|
|
2023
Q3 | $2.87M | Buy |
11,488
+2,060
| +22% | +$515K | 0.58% | 26 |
|
|
2023
Q2 | $2.47M | Buy |
9,428
+1,484
| +19% | +$388K | 0.46% | 26 |
|
|
2023
Q1 | $1.65M | Buy |
7,944
+2,334
| +42% | +$484K | 0.34% | 36 |
|
|
2022
Q4 | $691K | Sell |
5,610
-116
| -2% | -$14.3K | 0.15% | 81 |
|
|
2022
Q3 | $1.52M | Buy |
5,726
+1,079
| +23% | +$286K | 0.36% | 34 |
|
|
2022
Q2 | $1.04M | Sell |
4,647
-267
| -5% | -$59.9K | 0.26% | 39 |
|
|
2022
Q1 | $1.77M | Buy |
4,914
+1,008
| +26% | +$362K | 0.4% | 25 |
|
|
2021
Q4 | $1.38M | Buy |
3,906
+174
| +5% | +$61.3K | 0.32% | 33 |
|
|
2021
Q3 | $965K | Buy |
3,732
+756
| +25% | +$195K | 0.24% | 40 |
|
|
2021
Q2 | $674K | Buy |
2,976
+396
| +15% | +$89.7K | 0.17% | 52 |
|
|
2021
Q1 | $574K | Buy |
2,580
+330
| +15% | +$73.4K | 0.16% | 59 |
|
|
2020
Q4 | $529K | Buy |
+2,250
| New | +$529K | 0.15% | 58 |
|
|
2019
Q2 | – | Sell |
-1,305
| Closed | -$24K | – | 843 |
|
|
2019
Q1 | $24K | Hold |
1,305
| – | – | 0.01% | 418 |
|
|
2018
Q4 | $29K | Hold |
1,305
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $23K | Hold |
1,305
| – | – | 0.01% | 357 |
|
|
2018
Q2 | $28K | Hold |
1,305
| – | – | 0.01% | 328 |
|
|
2018
Q1 | $26K | Hold |
1,305
| – | – | 0.01% | 325 |
|
|
2017
Q4 | $27K | Buy |
+1,305
| New | +$27K | 0.01% | 324 |
|