Calton & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
5,322
+1,321
| +33% | +$420K | 0.29% | 71 |
|
|
2025
Q1 | $1.04M | Buy |
4,001
+2,987
| +295% | +$774K | 0.24% | 88 |
|
|
2024
Q4 | $409K | Sell |
1,014
-999
| -50% | -$403K | 0.18% | 121 |
|
|
2024
Q3 | $527K | Buy |
2,013
+584
| +41% | +$153K | 0.2% | 110 |
|
|
2024
Q2 | $283K | Buy |
1,429
+52
| +4% | +$10.3K | 0.14% | 140 |
|
|
2024
Q1 | $242K | Sell |
1,377
-3,247
| -70% | -$571K | 0.12% | 158 |
|
|
2023
Q4 | $1.15M | Buy |
4,624
+2,643
| +133% | +$657K | 0.46% | 51 |
|
|
2023
Q3 | $496K | Sell |
1,981
-1,679
| -46% | -$420K | 0.72% | 34 |
|
|
2023
Q2 | $958K | Buy |
3,660
+582
| +19% | +$152K | 0.45% | 62 |
|
|
2023
Q1 | $638K | Buy |
3,078
+612
| +25% | +$127K | 0.3% | 80 |
|
|
2022
Q4 | $304K | Sell |
2,466
-1,341
| -35% | -$165K | 0.12% | 192 |
|
|
2022
Q3 | $1.01M | Sell |
3,807
-444
| -10% | -$118K | 0.58% | 47 |
|
|
2022
Q2 | $954K | Sell |
4,251
-1,071
| -20% | -$240K | 0.53% | 47 |
|
|
2022
Q1 | $1.91M | Sell |
5,322
-378
| -7% | -$136K | 0.57% | 42 |
|
|
2021
Q4 | $2.01M | Sell |
5,700
-90
| -2% | -$31.7K | 0.54% | 43 |
|
|
2021
Q3 | $1.5M | Buy |
5,790
+33
| +0.6% | +$8.53K | 0.33% | 78 |
|
|
2021
Q2 | $1.3M | Sell |
5,757
-1,164
| -17% | -$264K | 0.25% | 87 |
|
|
2021
Q1 | $1.54M | Sell |
6,921
-1,074
| -13% | -$239K | 0.3% | 67 |
|
|
2020
Q4 | $1.88M | Sell |
7,995
-579
| -7% | -$136K | 0.34% | 59 |
|
|
2020
Q3 | $1.23M | Buy |
8,574
+1,629
| +23% | +$233K | 0.25% | 74 |
|
|
2020
Q2 | $501K | Buy |
+6,945
| New | +$501K | 0.11% | 148 |
|
|
2020
Q1 | – | Sell |
-9,630
| Closed | -$269K | – | 381 |
|
|
2019
Q4 | $269K | Buy |
+9,630
| New | +$269K | 0.05% | 283 |
|
|
2018
Q4 | – | Sell |
-12,555
| Closed | -$222K | – | 297 |
|
|
2018
Q3 | $222K | Buy |
+12,555
| New | +$222K | 0.07% | 249 |
|
|
2018
Q2 | – | Sell |
-11,565
| Closed | -$205K | – | 389 |
|
|
2018
Q1 | $205K | Buy |
11,565
+7,440
| +180% | +$132K | 0.06% | 322 |
|
|
2017
Q4 | $96K | Buy |
+4,125
| New | +$96K | 0.02% | 503 |
|