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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
791
-149
-16% -$47.3K 0.07% 70
2025
Q1
$244K Sell
940
-17
-2% -$4.41K 0.08% 72
2024
Q4
$386K Sell
957
-24
-2% -$9.69K 0.12% 55
2024
Q3
$245K Sell
981
-117
-11% -$29.2K 0.08% 68
2024
Q2
$217K Sell
1,098
-344
-24% -$68.1K 0.08% 69
2024
Q1
$253K Buy
1,442
+105
+8% +$18.5K 0.1% 61
2023
Q4
$332K Sell
1,337
-7
-0.5% -$1.74K 0.14% 51
2023
Q3
$336K Sell
1,344
-4
-0.3% -$1K 0.17% 47
2023
Q2
$353K Buy
1,348
+40
+3% +$10.5K 0.18% 49
2023
Q1
$271K Buy
+1,308
New +$271K 0.15% 49