Safeguard Investment Advisory 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 | $2.1M | Sell |
6,606
-316
| -5% | -$100K | 0.52% | 21 |
|
|
2025
Q1 | $1.79M | Buy |
6,922
+1,038
| +18% | +$269K | 0.49% | 22 |
|
|
2024
Q4 | $2.38M | Buy |
5,884
+374
| +7% | +$151K | 0.65% | 17 |
|
|
2024
Q3 | $1.44M | Sell |
5,510
-975
| -15% | -$255K | 0.41% | 25 |
|
|
2024
Q2 | $1.28M | Buy |
6,485
+156
| +2% | +$30.9K | 0.4% | 28 |
|
|
2024
Q1 | $1.11M | Buy |
6,329
+1,375
| +28% | +$242K | 0.38% | 28 |
|
|
2023
Q4 | $1.23M | Sell |
4,954
-15
| -0.3% | -$3.73K | 0.46% | 27 |
|
|
2023
Q3 | $1.24M | Buy |
4,969
+168
| +3% | +$42K | 0.54% | 26 |
|
|
2023
Q2 | $1.26M | Buy |
4,801
+691
| +17% | +$181K | 0.54% | 28 |
|
|
2023
Q1 | $853K | Buy |
4,110
+708
| +21% | +$147K | 0.41% | 36 |
|
|
2022
Q4 | $419K | Sell |
3,402
-112
| -3% | -$13.8K | 0.26% | 55 |
|
|
2022
Q3 | $932K | Buy |
3,514
+646
| +23% | +$171K | 0.64% | 33 |
|
|
2022
Q2 | $1.03M | Hold |
2,868
| – | – | 0.63% | 33 |
|
|
2022
Q1 | $1.03M | Buy |
2,868
+606
| +27% | +$218K | 0.7% | 28 |
|
|
2021
Q4 | $796K | Buy |
2,262
+561
| +33% | +$197K | 0.46% | 38 |
|
|
2021
Q3 | $439K | Sell |
1,701
-69
| -4% | -$17.8K | 0.28% | 53 |
|
|
2021
Q2 | $401K | Buy |
1,770
+45
| +3% | +$10.2K | 0.29% | 57 |
|
|
2021
Q1 | $384K | Buy |
1,725
+621
| +56% | +$138K | 0.34% | 52 |
|
|
2020
Q4 | $259K | Buy |
+1,104
| New | +$259K | 0.23% | 67 |
|