Transamerica Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$3K | – | 587 |
|
|
2025
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 390 |
|
|
2024
Q4 | $4K | Hold |
9
| – | – | ﹤0.01% | 368 |
|
|
2024
Q3 | $3K | Sell |
9
-6
| -40% | -$2K | ﹤0.01% | 383 |
|
|
2024
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 369 |
|
|
2024
Q1 | $3K | Sell |
15
-1,622
| -99% | -$324K | ﹤0.01% | 402 |
|
|
2023
Q4 | $407K | Buy |
1,637
+1,470
| +880% | +$365K | 0.06% | 188 |
|
|
2023
Q3 | $42K | Buy |
167
+166
| +16,600% | +$41.7K | 0.01% | 274 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $1K | Sell |
1
-59
| -98% | -$59K | ﹤0.01% | 564 |
|
|
2022
Q4 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 326 |
|
|
2016
Q2 | – | Sell |
-675
| Closed | -$11K | – | 683 |
|
|
2016
Q1 | $11K | Sell |
675
-750
| -53% | -$12.2K | ﹤0.01% | 539 |
|
|
2015
Q4 | $23K | Hold |
1,425
| – | – | ﹤0.01% | 510 |
|
|
2015
Q3 | $24K | Hold |
1,425
| – | – | ﹤0.01% | 481 |
|
|
2015
Q2 | $26K | Hold |
1,425
| – | – | ﹤0.01% | 531 |
|
|
2015
Q1 | $18K | Hold |
1,425
| – | – | ﹤0.01% | 557 |
|
|
2014
Q4 | $22K | Buy |
1,425
+675
| +90% | +$10.4K | ﹤0.01% | 429 |
|
|
2014
Q3 | $13K | Buy |
+750
| New | +$13K | ﹤0.01% | 447 |
|
|
2014
Q2 | – | Sell |
-11,985
| Closed | -$167K | – | 718 |
|
|
2014
Q1 | $167K | Buy |
+11,985
| New | +$167K | 0.02% | 269 |
|