Callan Capital’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.99M | Buy |
19,240
+184
| +1% | +$47.7K | 0.37% | 45 |
|
|
2024
Q4 | $7.7M | Buy |
19,056
+479
| +3% | +$193K | 0.56% | 31 |
|
|
2024
Q3 | $4.86M | Buy |
18,577
+1,010
| +6% | +$264K | 0.34% | 46 |
|
|
2024
Q2 | $3.48M | Buy |
17,567
+1,971
| +13% | +$390K | 0.29% | 58 |
|
|
2024
Q1 | $2.74M | Buy |
15,596
+8,281
| +113% | +$1.46M | 0.24% | 57 |
|
|
2023
Q4 | $1.82M | Buy |
7,315
+62
| +0.9% | +$15.4K | 0.17% | 63 |
|
|
2023
Q3 | $1.81M | Sell |
7,253
-302
| -4% | -$75.6K | 0.19% | 60 |
|
|
2023
Q2 | $1.98M | Buy |
7,555
+2,290
| +43% | +$599K | 0.22% | 56 |
|
|
2023
Q1 | $1.09M | Sell |
5,265
-150
| -3% | -$31.1K | 0.13% | 76 |
|
|
2022
Q4 | $667K | Buy |
5,415
+309
| +6% | +$38.1K | 0.08% | 95 |
|
|
2022
Q3 | $1.35M | Sell |
5,106
-27
| -0.5% | -$7.16K | 0.22% | 52 |
|
|
2022
Q2 | $1.15M | Buy |
5,133
+435
| +9% | +$97.6K | 0.18% | 53 |
|
|
2022
Q1 | $1.69M | Buy |
4,698
+138
| +3% | +$49.6K | 0.23% | 49 |
|
|
2021
Q4 | $1.61M | Hold |
4,560
| – | – | 0.23% | 45 |
|
|
2021
Q3 | $1.18M | Sell |
4,560
-42
| -0.9% | -$10.9K | 0.2% | 48 |
|
|
2021
Q2 | $1.04M | Sell |
4,602
-1,152
| -20% | -$261K | 0.18% | 49 |
|
|
2021
Q1 | $1.28M | Hold |
5,754
| – | – | 0.23% | 43 |
|
|
2020
Q4 | $1.35M | Hold |
5,754
| – | – | 0.28% | 39 |
|
|
2020
Q3 | $823K | Sell |
5,754
-4,731
| -45% | -$677K | 0.18% | 51 |
|
|
2020
Q2 | $755K | Sell |
10,485
-90
| -0.9% | -$6.48K | 0.19% | 52 |
|
|
2020
Q1 | $369K | Buy |
+10,575
| New | +$369K | 0.11% | 59 |
|
|
2016
Q3 | – | Sell |
-19,650
| Closed | -$278K | – | 58 |
|
|
2016
Q2 | $278K | Sell |
19,650
-3,750
| -16% | -$53.1K | 0.11% | 51 |
|
|
2016
Q1 | $358K | Buy |
23,400
+3,150
| +16% | +$48.2K | 0.15% | 46 |
|
|
2015
Q4 | $324K | Hold |
20,250
| – | – | 0.13% | 48 |
|
|
2015
Q3 | $335K | Buy |
20,250
+300
| +2% | +$4.96K | 0.18% | 47 |
|
|
2015
Q2 | $357K | Sell |
19,950
-195
| -1% | -$3.49K | 0.07% | 57 |
|
|
2015
Q1 | $254K | Hold |
20,145
| – | – | 0.05% | 61 |
|
|
2014
Q4 | $299K | Sell |
20,145
-30
| -0.1% | -$445 | 0.07% | 62 |
|
|
2014
Q3 | $326K | Buy |
20,175
+3,000
| +17% | +$48.5K | 0.09% | 56 |
|
|
2014
Q2 | $275K | Buy |
+17,175
| New | +$275K | 0.07% | 58 |
|