Patriot Financial Group Insurance Agency’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
15,229
+1,198
| +9% | +$381K | 0.56% | 44 |
|
|
2025
Q1 | $3.64M | Buy |
14,031
+1,310
| +10% | +$340K | 0.49% | 53 |
|
|
2024
Q4 | $5.14M | Buy |
12,721
+2,638
| +26% | +$1.07M | 0.69% | 31 |
|
|
2024
Q3 | $2.64M | Sell |
10,083
-25
| -0.2% | -$6.54K | 0.35% | 65 |
|
|
2024
Q2 | $2M | Buy |
10,108
+1,115
| +12% | +$221K | 0.29% | 79 |
|
|
2024
Q1 | $1.58M | Sell |
8,993
-807
| -8% | -$142K | 0.25% | 95 |
|
|
2023
Q4 | $2.44M | Sell |
9,800
-241
| -2% | -$59.9K | 0.46% | 46 |
|
|
2023
Q3 | $2.51M | Buy |
10,041
+15
| +0.1% | +$3.75K | 0.52% | 41 |
|
|
2023
Q2 | $2.62M | Buy |
10,026
+779
| +8% | +$204K | 0.49% | 41 |
|
|
2023
Q1 | $1.92M | Buy |
9,247
+914
| +11% | +$190K | 0.39% | 53 |
|
|
2022
Q4 | $1.03M | Buy |
8,333
+1,403
| +20% | +$173K | 0.14% | 104 |
|
|
2022
Q3 | $1.84M | Buy |
6,930
+123
| +2% | +$32.6K | 0.45% | 47 |
|
|
2022
Q2 | $1.53M | Buy |
6,807
+510
| +8% | +$114K | 0.31% | 63 |
|
|
2022
Q1 | $2.26M | Sell |
6,297
-1,506
| -19% | -$541K | 0.4% | 45 |
|
|
2021
Q4 | $2.75M | Sell |
7,803
-1,779
| -19% | -$627K | 0.46% | 36 |
|
|
2021
Q3 | $2.48M | Buy |
9,582
+120
| +1% | +$31K | 0.44% | 36 |
|
|
2021
Q2 | $2.14M | Buy |
9,462
+1,293
| +16% | +$293K | 0.39% | 48 |
|
|
2021
Q1 | $1.82M | Sell |
8,169
-3,930
| -32% | -$875K | 0.42% | 37 |
|
|
2020
Q4 | $2.85M | Buy |
12,099
+5,949
| +97% | +$1.4M | 0.71% | 18 |
|
|
2020
Q3 | $879K | Buy |
6,150
+2,535
| +70% | +$362K | 0.29% | 76 |
|
|
2020
Q2 | $260K | Buy |
3,615
+150
| +4% | +$10.8K | 0.1% | 197 |
|
|
2020
Q1 | $121K | Buy |
3,465
+585
| +20% | +$20.4K | 0.06% | 292 |
|
|
2019
Q4 | $80K | Sell |
2,880
-2,565
| -47% | -$71.3K | 0.03% | 386 |
|
|
2019
Q3 | $87K | Hold |
5,445
| – | – | 0.04% | 335 |
|
|
2019
Q2 | $82K | Buy |
5,445
+2,040
| +60% | +$30.7K | 0.04% | 349 |
|
|
2019
Q1 | $64K | Buy |
3,405
+1,200
| +54% | +$22.6K | 0.03% | 348 |
|
|
2018
Q4 | $49K | Sell |
2,205
-1,500
| -40% | -$33.3K | 0.03% | 330 |
|
|
2018
Q3 | $65K | Buy |
3,705
+2,655
| +253% | +$46.6K | 0.04% | 264 |
|
|
2018
Q2 | $24K | Sell |
1,050
-210
| -17% | -$4.8K | 0.03% | 264 |
|
|
2018
Q1 | $21K | Buy |
1,260
+300
| +31% | +$5K | 0.02% | 465 |
|
|
2017
Q4 | $22K | Hold |
960
| – | – | 0.02% | 435 |
|
|
2017
Q3 | $22K | Hold |
960
| – | – | 0.02% | 386 |
|
|
2017
Q2 | $20K | Buy |
960
+210
| +28% | +$4.38K | 0.02% | 391 |
|
|
2017
Q1 | $15K | Hold |
750
| – | – | 0.02% | 424 |
|
|
2016
Q4 | $12K | Buy |
+750
| New | +$12K | 0.02% | 437 |
|