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