Legacy Financial Group (Iowa)’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$927K Buy
2025
Q1
$731K Sell
2024
Q4
$1.26M Buy
2024
Q3
Sell
2024
Q2
$689K Buy
2024
Q1
$556K Buy
2023
Q4
Sell
2023
Q3
$791K Buy