NFP Retirement Inc’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.84M | Buy |
5,777
+1,366
| +31% | +$434K | 0.12% | 97 |
|
2025
Q1 | $1.14M | Buy |
4,411
+922
| +26% | +$239K | 0.09% | 112 |
|
2024
Q4 | $1.41M | Buy |
3,489
+65
| +2% | +$26.2K | 0.11% | 98 |
|
2024
Q3 | $896K | Sell |
3,424
-1,795
| -34% | -$470K | 0.07% | 129 |
|
2024
Q2 | $1.03M | Sell |
5,219
-34
| -0.6% | -$6.73K | 0.09% | 115 |
|
2024
Q1 | $923K | Buy |
5,253
+2,252
| +75% | +$396K | 0.08% | 125 |
|
2023
Q4 | $746K | Sell |
3,001
-156
| -5% | -$38.8K | 0.13% | 115 |
|
2023
Q3 | $790K | Buy |
3,157
+434
| +16% | +$109K | 0.15% | 107 |
|
2023
Q2 | $713K | Buy |
2,723
+154
| +6% | +$40.3K | 0.13% | 116 |
|
2023
Q1 | $533K | Buy |
2,569
+424
| +20% | +$88K | 0.11% | 149 |
|
2022
Q4 | $264K | Hold |
2,145
| – | – | 0.06% | 203 |
|
2022
Q3 | $569K | Buy |
2,145
+3
| +0.1% | +$796 | 0.14% | 125 |
|
2022
Q2 | $481K | Buy |
2,142
+1,200
| +127% | +$269K | 0.12% | 138 |
|
2022
Q1 | $338K | Sell |
942
-9
| -0.9% | -$3.23K | 0.08% | 169 |
|
2021
Q4 | $335K | Sell |
951
-102
| -10% | -$35.9K | 0.12% | 109 |
|
2021
Q3 | $272K | Buy |
+1,053
| New | +$272K | 0.11% | 111 |
|