Oxford Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $530K | Sell |
1,667
-893
| -35% | -$284K | 0.03% | 127 |
|
2025
Q1 | $663K | Buy |
2,560
+238
| +10% | +$61.7K | 0.05% | 107 |
|
2024
Q4 | $938K | Sell |
2,322
-92
| -4% | -$37.2K | 0.06% | 99 |
|
2024
Q3 | $632K | Sell |
2,414
-1,347
| -36% | -$352K | 0.04% | 118 |
|
2024
Q2 | $744K | Buy |
3,761
+1,137
| +43% | +$225K | 0.05% | 111 |
|
2024
Q1 | $461K | Sell |
2,624
-491
| -16% | -$86.3K | 0.03% | 143 |
|
2023
Q4 | $774K | Buy |
3,115
+28
| +0.9% | +$6.96K | 0.06% | 98 |
|
2023
Q3 | $772K | Sell |
3,087
-284
| -8% | -$71.1K | 0.07% | 95 |
|
2023
Q2 | $882K | Buy |
3,371
+1,048
| +45% | +$274K | 0.08% | 81 |
|
2023
Q1 | $482K | Buy |
2,323
+54
| +2% | +$11.2K | 0.05% | 114 |
|
2022
Q4 | $280K | Buy |
2,269
+379
| +20% | +$46.7K | 0.03% | 163 |
|
2022
Q3 | $501K | Sell |
1,890
-156
| -8% | -$41.4K | 0.08% | 99 |
|
2022
Q2 | $459K | Buy |
2,046
+189
| +10% | +$42.4K | 0.07% | 110 |
|
2022
Q1 | $667K | Buy |
1,857
+6
| +0.3% | +$2.16K | 0.08% | 97 |
|
2021
Q4 | $652K | Sell |
1,851
-6
| -0.3% | -$2.11K | 0.07% | 103 |
|
2021
Q3 | $480K | Sell |
1,857
-84
| -4% | -$21.7K | 0.06% | 115 |
|
2021
Q2 | $440K | Buy |
1,941
+261
| +16% | +$59.2K | 0.06% | 120 |
|
2021
Q1 | $374K | Sell |
1,680
-135
| -7% | -$30.1K | 0.05% | 129 |
|
2020
Q4 | $427K | Hold |
1,815
| – | – | 0.06% | 117 |
|
2020
Q3 | $260K | Buy |
+1,815
| New | +$260K | 0.04% | 138 |
|