RPg Family Wealth Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,414
| Closed | -$885K | – | 113 |
|
|
2025
Q1 | $885K | Buy |
+3,414
| New | +$885K | 0.25% | 73 |
|
|
2024
Q3 | – | Sell |
-2,766
| Closed | -$547K | – | 111 |
|
|
2024
Q2 | $547K | Buy |
2,766
+155
| +6% | +$30.7K | 0.18% | 76 |
|
|
2024
Q1 | $459K | Sell |
2,611
-410
| -14% | -$72.1K | 0.15% | 82 |
|
|
2023
Q4 | $751K | Buy |
3,021
+250
| +9% | +$62.1K | 0.28% | 77 |
|
|
2023
Q3 | $693K | Sell |
2,771
-70
| -2% | -$17.5K | 0.28% | 71 |
|
|
2023
Q2 | $744K | Buy |
2,841
+1,360
| +92% | +$356K | 0.3% | 70 |
|
|
2023
Q1 | $307K | Buy |
+1,481
| New | +$307K | 0.17% | 85 |
|
|
2022
Q4 | – | Sell |
-1,467
| Closed | -$404K | – | 96 |
|
|
2022
Q3 | $404K | Buy |
1,467
+15
| +1% | +$4.13K | 0.21% | 71 |
|
|
2022
Q2 | $326K | Sell |
1,452
-30
| -2% | -$6.74K | 0.19% | 62 |
|
|
2022
Q1 | $532K | Sell |
1,482
-60
| -4% | -$21.6K | 0.23% | 70 |
|
|
2021
Q4 | $543K | Sell |
1,542
-12
| -0.8% | -$4.23K | 0.21% | 69 |
|
|
2021
Q3 | $402K | Hold |
1,554
| – | – | 0.17% | 93 |
|
|
2021
Q2 | $352K | Buy |
+1,554
| New | +$352K | 0.14% | 103 |
|
|
2020
Q4 | $388K | Hold |
1,650
| – | – | 0.18% | 88 |
|
|
2020
Q3 | $236K | Sell |
1,650
-405
| -20% | -$57.9K | 0.12% | 107 |
|
|
2020
Q2 | $148K | Hold |
2,055
| – | – | 0.09% | 120 |
|
|
2020
Q1 | $71.8K | Sell |
2,055
-135
| -6% | -$4.72K | 0.06% | 119 |
|
|
2019
Q4 | $61.1K | Buy |
2,190
+195
| +10% | +$5.44K | 0.04% | 150 |
|
|
2019
Q3 | $32K | Buy |
1,995
+225
| +13% | +$3.61K | 0.02% | 192 |
|
|
2019
Q2 | $26.4K | Sell |
1,770
-270
| -13% | -$4.02K | 0.02% | 200 |
|
|
2019
Q1 | $38.1K | Buy |
2,040
+270
| +15% | +$5.04K | 0.02% | 184 |
|
|
2018
Q4 | $39.3K | Sell |
1,770
-45
| -2% | -$998 | 0.04% | 122 |
|
|
2018
Q3 | $32K | Hold |
1,815
| – | – | 0.02% | 138 |
|
|
2018
Q2 | $41.5K | Hold |
1,815
| – | – | 0.03% | 121 |
|
|
2018
Q1 | $32.2K | Hold |
1,815
| – | – | 0.03% | 161 |
|
|
2017
Q4 | $37.7K | Hold |
1,815
| – | – | 0.03% | 154 |
|
|
2017
Q3 | $41.3K | Hold |
1,815
| – | – | 0.03% | 154 |
|
|
2017
Q2 | $43.8K | Hold |
1,815
| – | – | 0.04% | 172 |
|
|
2017
Q1 | $33.7K | Buy |
1,815
+435
| +32% | +$8.07K | 0.03% | 172 |
|
|
2016
Q4 | $19.7K | Hold |
1,380
| – | – | 0.02% | 195 |
|
|
2016
Q3 | $18.8K | Sell |
1,380
-705
| -34% | -$9.59K | 0.01% | 188 |
|
|
2016
Q2 | $29.5K | Buy |
2,085
+705
| +51% | +$9.98K | 0.01% | 163 |
|
|
2016
Q1 | $21.1K | Buy |
+1,380
| New | +$21.1K | 0.02% | 184 |
|