SFA
Source Financial Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $550K | Buy |
2,104
+310
| +17% | +$81.1K | 0.16% | 66 |
|
|
2024
Q2 | $355K | Sell |
1,794
-41
| -2% | -$8.11K | 0.11% | 84 |
|
|
2024
Q1 | $323K | Sell |
1,835
-153
| -8% | -$26.9K | 0.1% | 95 |
|
|
2023
Q4 | $494K | Sell |
1,988
-41
| -2% | -$10.2K | 0.15% | 81 |
|
|
2023
Q3 | $508K | Buy |
2,029
+253
| +14% | +$63.3K | 0.17% | 72 |
|
|
2023
Q2 | $465K | Buy |
1,776
+216
| +14% | +$56.5K | 0.15% | 85 |
|
|
2023
Q1 | $324K | Buy |
+1,560
| New | +$324K | 0.11% | 95 |
|
|
2022
Q4 | – | Sell |
-1,709
| Closed | -$453K | – | 119 |
|
|
2022
Q3 | $453K | Buy |
1,709
+1,042
| +156% | +$276K | 0.18% | 77 |
|
|
2022
Q2 | $449K | Buy |
667
+237
| +55% | +$160K | 0.18% | 76 |
|
|
2022
Q1 | $463K | Buy |
430
+22
| +5% | +$23.7K | 0.14% | 79 |
|
|
2021
Q4 | $432K | Buy |
408
+6
| +1% | +$6.35K | 0.12% | 84 |
|
|
2021
Q3 | $312K | Buy |
+402
| New | +$312K | 0.08% | 88 |
|