Advocate Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Hold |
4,101
| – | – | 0.23% | 77 |
|
2025
Q1 | $1.06M | Buy |
4,101
+41
| +1% | +$10.6K | 0.19% | 78 |
|
2024
Q4 | $1.64M | Hold |
4,060
| – | – | 0.31% | 71 |
|
2024
Q3 | $1.06M | Sell |
4,060
-18
| -0.4% | -$4.71K | 0.19% | 79 |
|
2024
Q2 | $807K | Buy |
4,078
+250
| +7% | +$49.5K | 0.16% | 85 |
|
2024
Q1 | $673K | Buy |
3,828
+750
| +24% | +$132K | 0.13% | 87 |
|
2023
Q4 | $765K | Hold |
3,078
| – | – | 0.16% | 87 |
|
2023
Q3 | $770K | Buy |
3,078
+18
| +0.6% | +$4.5K | 0.18% | 82 |
|
2023
Q2 | $801K | Hold |
3,060
| – | – | 0.18% | 83 |
|
2023
Q1 | $635K | Buy |
+3,060
| New | +$635K | 0.14% | 87 |
|