Next Financial Group’s Tesla TSLA Stock Holding History

Next Financial Group’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$14.6M	Sell	41,484 -2,592	-6%	-$913K	0.96%	8
2021 Q3	$11.4M	Buy	44,076 +5,010	+13%	+$1.3M	0.89%	9
2021 Q2	$8.85M	Sell	39,066 -1,065	-3%	-$241K	0.71%	15
2021 Q1	$8.94M	Sell	40,131 -7,428	-16%	-$1.65M	0.79%	14
2020 Q4	$11.2M	Buy	47,559 +1,965	+4%	+$462K	1.07%	8
2020 Q3	$6.52M	Buy	45,594 +9,909	+28%	+$1.42M	0.7%	17
2020 Q2	$2.57M	Sell	35,685 -4,545	-11%	-$327K	0.3%	86
2020 Q1	$1.41M	Buy	40,230 +15,675	+64%	+$547K	0.18%	121
2019 Q4	$685K	Buy	24,555 +7,365	+43%	+$205K	0.07%	291
2019 Q3	$276K	Sell	17,190 -255	-1%	-$4.09K	0.03%	541
2019 Q2	$260K	Buy	17,445 +14,175	+433%	+$211K	0.03%	571
2019 Q1	$61K	Sell	3,270 -15,420	-83%	-$288K	0.02%	675
2018 Q4	$415K	Buy	18,690 +13,065	+232%	+$290K	0.09%	250
2018 Q3	$99K	Buy	+5,625	New	+$99K	0.05%	356
2018 Q2	–	Sell	-15,690	Closed	-$278K	–	384
2018 Q1	$278K	Buy	15,690 +5,130	+49%	+$90.9K	0.06%	315
2017 Q4	$219K	Sell	10,560 -5,955	-36%	-$123K	0.09%	240
2017 Q3	$391K	Sell	16,515 -2,760	-14%	-$65.3K	0.11%	198
2017 Q2	$465K	Buy	19,275 +6,930	+56%	+$167K	0.11%	198
2017 Q1	$258K	Sell	12,345 -58,065	-82%	-$1.21M	0.07%	265
2016 Q4	$1M	Buy	70,410 +8,325	+13%	+$119K	0.18%	133
2016 Q3	$844K	Buy	62,085 +46,290	+293%	+$629K	0.15%	151
2016 Q2	$223K	Buy	15,795 +3,735	+31%	+$52.7K	0.07%	278
2016 Q1	$184K	Sell	12,060 -4,605	-28%	-$70.3K	0.06%	300
2015 Q4	$266K	Sell	16,665 -2,790	-14%	-$44.5K	0.1%	216
2015 Q3	$322K	Sell	19,455 -9,075	-32%	-$150K	0.12%	197
2015 Q2	$510K	Buy	28,530 +1,320	+5%	+$23.6K	0.18%	129
2015 Q1	$342K	Buy	27,210 +4,395	+19%	+$55.2K	0.11%	200
2014 Q4	$338K	Buy	22,815 +8,760	+62%	+$130K	0.11%	203
2014 Q3	$227K	Buy	14,055 +11,055	+369%	+$179K	0.05%	421
2014 Q2	$52K	Buy	+3,000	New	+$52K	0.03%	336