Legacy Financial Group (Iowa)’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Buy |
2,919
+100
| +4% | +$31.8K | 0.13% | 56 |
|
|
2025
Q1 | $731K | Sell |
2,819
-308
| -10% | -$79.8K | 0.11% | 57 |
|
|
2024
Q4 | $1.26M | Buy |
+3,127
| New | +$1.26M | 0.2% | 48 |
|
|
2024
Q3 | – | Sell |
-3,481
| Closed | -$689K | – | 97 |
|
|
2024
Q2 | $689K | Buy |
3,481
+320
| +10% | +$63.3K | 0.14% | 60 |
|
|
2024
Q1 | $556K | Buy |
+3,161
| New | +$556K | 0.11% | 64 |
|
|
2023
Q4 | – | Sell |
-3,161
| Closed | -$791K | – | 473 |
|
|
2023
Q3 | $791K | Buy |
+3,161
| New | +$791K | 0.19% | 49 |
|