Allworth Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Buy |
112,549
+36,973
| +49% | +$11.7M | 0.17% | 77 |
|
|
2025
Q1 | $19.6M | Buy |
75,576
+3,380
| +5% | +$877K | 0.11% | 107 |
|
|
2024
Q4 | $30M | Buy |
72,196
+8,653
| +14% | +$3.59M | 0.16% | 78 |
|
|
2024
Q3 | $16.6M | Sell |
63,543
-38
| -0.1% | -$9.94K | 0.1% | 111 |
|
|
2024
Q2 | $15.2M | Buy |
63,581
+6,507
| +11% | +$1.56M | 0.1% | 110 |
|
|
2024
Q1 | $10M | Buy |
57,074
+6,773
| +13% | +$1.19M | 0.07% | 116 |
|
|
2023
Q4 | $12.5M | Buy |
50,301
+3,597
| +8% | +$894K | 0.1% | 95 |
|
|
2023
Q3 | $11.7M | Buy |
46,704
+401
| +0.9% | +$100K | 0.1% | 89 |
|
|
2023
Q2 | $12.1M | Buy |
46,303
+4,210
| +10% | +$1.1M | 0.1% | 81 |
|
|
2023
Q1 | $8.73M | Buy |
42,093
+4,367
| +12% | +$906K | 0.09% | 111 |
|
|
2022
Q4 | $4.65M | Buy |
37,726
+915
| +2% | +$113K | 0.05% | 155 |
|
|
2022
Q3 | $9.76M | Buy |
36,811
+1,246
| +4% | +$330K | 0.12% | 86 |
|
|
2022
Q2 | $7.98M | Buy |
35,565
+2,538
| +8% | +$570K | 0.11% | 101 |
|
|
2022
Q1 | $11.9M | Buy |
33,027
+6,792
| +26% | +$2.44M | 0.15% | 79 |
|
|
2021
Q4 | $9.24M | Buy |
26,235
+12,165
| +86% | +$4.29M | 0.13% | 78 |
|
|
2021
Q3 | $3.64M | Buy |
14,070
+1,563
| +12% | +$404K | 0.06% | 126 |
|
|
2021
Q2 | $2.83M | Sell |
12,507
-120
| -1% | -$27.2K | 0.05% | 115 |
|
|
2021
Q1 | $2.81M | Buy |
12,627
+2,967
| +31% | +$661K | 0.06% | 99 |
|
|
2020
Q4 | $2.27M | Sell |
9,660
-6,771
| -41% | -$1.59M | 0.06% | 74 |
|
|
2020
Q3 | $2.35M | Buy |
16,431
+21
| +0.1% | +$3K | 0.07% | 62 |
|
|
2020
Q2 | $1.18M | Sell |
16,410
-885
| -5% | -$63.7K | 0.04% | 84 |
|
|
2020
Q1 | $604K | Sell |
17,295
-630
| -4% | -$22K | 0.02% | 140 |
|
|
2019
Q4 | $500K | Buy |
17,925
+3,300
| +23% | +$92.1K | 0.02% | 107 |
|
|
2019
Q3 | $235K | Hold |
14,625
| – | – | 0.01% | 147 |
|
|
2019
Q2 | $218K | Sell |
14,625
-210
| -1% | -$3.13K | 0.01% | 158 |
|
|
2019
Q1 | $277K | Sell |
14,835
-75
| -0.5% | -$1.4K | 0.01% | 137 |
|
|
2018
Q4 | $331K | Buy |
14,910
+555
| +4% | +$12.3K | 0.02% | 112 |
|
|
2018
Q3 | $253K | Sell |
14,355
-2,100
| -13% | -$37K | 0.01% | 132 |
|
|
2018
Q2 | $376K | Hold |
16,455
| – | – | 0.02% | 110 |
|
|
2018
Q1 | $292K | Buy |
16,455
+375
| +2% | +$6.66K | 0.02% | 97 |
|
|
2017
Q4 | $334K | Buy |
16,080
+1,095
| +7% | +$22.7K | 0.03% | 87 |
|
|
2017
Q3 | $341K | Buy |
14,985
+345
| +2% | +$7.85K | 0.03% | 83 |
|
|
2017
Q2 | $353K | Buy |
14,640
+300
| +2% | +$7.23K | 0.03% | 75 |
|
|
2017
Q1 | $266K | Buy |
14,340
+930
| +7% | +$17.3K | 0.03% | 84 |
|
|
2016
Q4 | $191K | Buy |
13,410
+285
| +2% | +$4.06K | 0.02% | 103 |
|
|
2016
Q3 | $179K | Sell |
13,125
-75
| -0.6% | -$1.02K | 0.02% | 106 |
|
|
2016
Q2 | $187K | Hold |
13,200
| – | – | 0.02% | 100 |
|
|
2016
Q1 | $202K | Buy |
13,200
+1,500
| +13% | +$23K | 0.03% | 94 |
|
|
2015
Q4 | $187K | Sell |
11,700
-735
| -6% | -$11.7K | 0.03% | 96 |
|
|
2015
Q3 | $206K | Buy |
12,435
+240
| +2% | +$3.98K | 0.07% | 83 |
|
|
2015
Q2 | $218K | Buy |
12,195
+1,485
| +14% | +$26.5K | 0.08% | 89 |
|
|
2015
Q1 | $135K | Buy |
+10,710
| New | +$135K | 0.05% | 114 |
|