TFA
Tobias Financial Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+707
| New | +$225K | 0.04% | 115 |
|
|
2025
Q1 | – | Sell |
-663
| Closed | -$268K | – | 116 |
|
|
2024
Q4 | $268K | Sell |
663
-698
| -51% | -$282K | 0.05% | 92 |
|
|
2024
Q3 | $356K | Sell |
1,361
-300
| -18% | -$78.5K | 0.07% | 77 |
|
|
2024
Q2 | $329K | Buy |
1,661
+431
| +35% | +$85.3K | 0.07% | 75 |
|
|
2024
Q1 | $216K | Sell |
1,230
-412
| -25% | -$72.4K | 0.05% | 95 |
|
|
2023
Q4 | $408K | Buy |
1,642
+320
| +24% | +$79.5K | 0.1% | 65 |
|
|
2023
Q3 | $331K | Buy |
1,322
+2
| +0.2% | +$500 | 0.09% | 71 |
|
|
2023
Q2 | $346K | Buy |
1,320
+85
| +7% | +$22.3K | 0.09% | 69 |
|
|
2023
Q1 | $256K | Buy |
+1,235
| New | +$256K | 0.08% | 71 |
|
|
2022
Q4 | – | Sell |
-1,029
| Closed | -$273K | – | 84 |
|
|
2022
Q3 | $273K | Buy |
1,029
+655
| +175% | +$174K | 0.1% | 70 |
|
|
2022
Q2 | $252K | Buy |
374
+10
| +3% | +$6.74K | 0.08% | 68 |
|
|
2022
Q1 | $392K | Buy |
+364
| New | +$392K | 0.14% | 54 |
|
|
2021
Q4 | – | Sell |
-364
| Closed | -$282K | – | 113 |
|
|
2021
Q3 | $282K | Buy |
364
+62
| +21% | +$48K | 0.11% | 59 |
|
|
2021
Q2 | $205K | Sell |
302
-10
| -3% | -$6.79K | 0.08% | 59 |
|
|
2021
Q1 | $208K | Buy |
312
+11
| +4% | +$7.33K | 0.09% | 59 |
|
|
2020
Q4 | $212K | Buy |
+301
| New | +$212K | 0.1% | 58 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$4K | – | 266 |
|
|
2019
Q4 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 232 |
|