SAG
SageView Advisory Group’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Buy |
14,710
+712
| +5% | +$232K | 0.18% | 60 |
|
|
2025
Q1 | $3.63M | Sell |
13,998
-686
| -5% | -$178K | 0.15% | 74 |
|
|
2024
Q4 | $5.93M | Sell |
14,684
-263
| -2% | -$106K | 0.26% | 50 |
|
|
2024
Q3 | $3.91M | Buy |
14,947
+667
| +5% | +$175K | 0.2% | 68 |
|
|
2024
Q2 | $2.83M | Buy |
+14,280
| New | +$2.83M | 0.13% | 98 |
|
|
2024
Q1 | – | Sell |
-19,170
| Closed | -$3.67M | – | 836 |
|
|
2023
Q4 | $3.67M | Buy |
19,170
+9,271
| +94% | +$1.78M | 0.16% | 81 |
|
|
2023
Q3 | $2.48M | Buy |
9,899
+2,754
| +39% | +$689K | 0.14% | 98 |
|
|
2023
Q2 | $1.87M | Buy |
7,145
+3,167
| +80% | +$829K | 0.1% | 121 |
|
|
2023
Q1 | $825K | Buy |
3,978
+1,044
| +36% | +$217K | 0.05% | 236 |
|
|
2022
Q4 | $361K | Buy |
+2,934
| New | +$361K | 0.03% | 296 |
|