Retirement Planning Group (Kansas)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
2,735
+799
| +41% | +$254K | 0.04% | 162 |
|
|
2025
Q1 | $502K | Buy |
1,936
+276
| +17% | +$71.5K | 0.02% | 195 |
|
|
2024
Q4 | $670K | Buy |
1,660
+268
| +19% | +$108K | 0.03% | 164 |
|
|
2024
Q3 | $364K | Buy |
1,392
+193
| +16% | +$50.5K | 0.02% | 201 |
|
|
2024
Q2 | $237K | Buy |
+1,199
| New | +$237K | 0.02% | 221 |
|
|
2024
Q1 | – | Sell |
-960
| Closed | -$239K | – | 217 |
|
|
2023
Q4 | $239K | Buy |
960
+31
| +3% | +$7.71K | 0.02% | 169 |
|
|
2023
Q3 | $233K | Sell |
929
-7
| -0.7% | -$1.75K | 0.02% | 144 |
|
|
2023
Q2 | $245K | Buy |
+936
| New | +$245K | 0.02% | 146 |
|
|
2022
Q4 | – | Sell |
-1,188
| Closed | -$315K | – | 149 |
|
|
2022
Q3 | $315K | Sell |
1,188
-15
| -1% | -$3.98K | 0.04% | 104 |
|
|
2022
Q2 | $270K | Buy |
1,203
+27
| +2% | +$6.06K | 0.03% | 93 |
|
|
2022
Q1 | $422K | Buy |
1,176
+57
| +5% | +$20.5K | 0.05% | 77 |
|
|
2021
Q4 | $394K | Buy |
1,119
+18
| +2% | +$6.34K | 0.04% | 78 |
|
|
2021
Q3 | $285K | Buy |
+1,101
| New | +$285K | 0.03% | 75 |
|
|
2021
Q1 | – | Sell |
-876
| Closed | -$206K | – | 65 |
|
|
2020
Q4 | $206K | Buy |
+876
| New | +$206K | 0.03% | 62 |
|