OneDigital Investment Advisors’s Tesla TSLA Stock Holding History

OneDigital Investment Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.3M	Buy	35,619 +546	+2%	+$173K	0.13%	146
2025 Q1	$9.09M	Sell	35,073 -2,203	-6%	-$571K	0.11%	165
2024 Q4	$15.1M	Sell	37,276 -7,054	-16%	-$2.85M	0.17%	112
2024 Q3	$11.6M	Buy	44,330 +2,818	+7%	+$737K	0.13%	135
2024 Q2	$8.21M	Buy	41,512 +7,662	+23%	+$1.52M	0.1%	166
2024 Q1	$5.95M	Buy	33,850 +2,261	+7%	+$397K	0.09%	176
2023 Q4	$7.85M	Sell	31,589 -9,117	-22%	-$2.27M	0.14%	139
2023 Q3	$10.2M	Buy	40,706 +2,433	+6%	+$609K	0.22%	95
2023 Q2	$10M	Buy	38,273 +1,792	+5%	+$469K	0.22%	90
2023 Q1	$7.57M	Buy	36,481 +4,166	+13%	+$864K	0.18%	105
2022 Q4	$3.98M	Buy	32,315 +2,051	+7%	+$253K	0.12%	150
2022 Q3	$8.03M	Buy	30,264 +5,601	+23%	+$1.49M	0.3%	53
2022 Q2	$5.54M	Sell	24,663 -4,191	-15%	-$941K	0.24%	62
2022 Q1	$10.4M	Buy	28,854 +2,028	+8%	+$728K	0.39%	40
2021 Q4	$9.45M	Buy	26,826 +276	+1%	+$97.2K	0.33%	47
2021 Q3	$6.86M	Sell	26,550 -2,073	-7%	-$536K	0.27%	55
2021 Q2	$6.49M	Sell	28,623 -12,360	-30%	-$2.8M	0.27%	59
2021 Q1	$9.13M	Sell	40,983 -1,494	-4%	-$333K	0.43%	41
2020 Q4	$10.3M	Buy	42,477 +5,835	+16%	+$1.41M	0.54%	38
2020 Q3	$5.2M	Sell	36,642 -5,508	-13%	-$782K	0.36%	56
2020 Q2	$3.26M	Sell	42,150 -900	-2%	-$69.6K	0.23%	82
2020 Q1	$1.64M	Sell	43,050 -5,610	-12%	-$214K	0.15%	138
2019 Q4	$1.36M	Buy	48,660 +10,455	+27%	+$292K	0.11%	162
2019 Q3	$613K	Sell	38,205 -945	-2%	-$15.2K	0.06%	236
2019 Q2	$583K	Buy	39,150 +36,210	+1,232%	+$539K	0.05%	227
2019 Q1	$55K	Sell	2,940 -30	-1%	-$561	0.01%	482
2018 Q4	$66K	Buy	+2,970	New	+$66K	0.01%	410
2018 Q3	–	Sell	-10,995	Closed	-$252K	–	1235
2018 Q2	$252K	Buy	10,995 +555	+5%	+$12.7K	0.05%	181
2018 Q1	$185K	Buy	10,440 +300	+3%	+$5.32K	0.04%	237
2017 Q4	$210K	Sell	10,140 -255	-2%	-$5.28K	0.02%	223
2017 Q3	$237K	Buy	10,395 +930	+10%	+$21.2K	0.09%	133
2017 Q2	$229K	Buy	+9,465	New	+$229K	0.07%	182