Security National Bank’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
913
+31
| +4% | +$9.85K | 0.05% | 105 |
|
|
2025
Q1 | $229K | Buy |
882
+610
| +224% | +$158K | 0.04% | 115 |
|
|
2024
Q4 | $110K | Buy |
272
+122
| +81% | +$49.3K | 0.02% | 152 |
|
|
2024
Q3 | $39.2K | Hold |
150
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $29.7K | Sell |
150
-105
| -41% | -$20.8K | ﹤0.01% | 219 |
|
|
2024
Q1 | $44.8K | Sell |
255
-292
| -53% | -$51.3K | 0.01% | 201 |
|
|
2023
Q4 | $136K | Buy |
+547
| New | +$136K | 0.03% | 128 |
|