Capstone 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 | $1.01M | Buy |
3,186
+323
| +11% | +$103K | 0.06% | 61 |
|
|
2025
Q1 | $742K | Sell |
2,863
-373
| -12% | -$96.7K | 0.05% | 68 |
|
|
2024
Q4 | $1.31M | Sell |
3,236
-1,273
| -28% | -$514K | 0.08% | 52 |
|
|
2024
Q3 | $1.18M | Buy |
4,509
+295
| +7% | +$77.2K | 0.07% | 53 |
|
|
2024
Q2 | $834K | Sell |
4,214
-286
| -6% | -$56.6K | 0.06% | 62 |
|
|
2024
Q1 | $791K | Buy |
4,500
+130
| +3% | +$22.9K | 0.05% | 65 |
|
|
2023
Q4 | $1.09M | Sell |
4,370
-110
| -2% | -$27.3K | 0.08% | 52 |
|
|
2023
Q3 | $1.12M | Sell |
4,480
-123
| -3% | -$30.8K | 0.09% | 48 |
|
|
2023
Q2 | $1.2M | Sell |
4,603
-445
| -9% | -$116K | 0.09% | 47 |
|
|
2023
Q1 | $1.05M | Buy |
5,048
+1,061
| +27% | +$220K | 0.08% | 49 |
|
|
2022
Q4 | $491K | Sell |
3,987
-708
| -15% | -$87.2K | 0.04% | 71 |
|
|
2022
Q3 | $1.25M | Buy |
4,695
+78
| +2% | +$20.7K | 0.11% | 42 |
|
|
2022
Q2 | $1.04M | Sell |
4,617
-57
| -1% | -$12.8K | 0.09% | 51 |
|
|
2022
Q1 | $1.68M | Sell |
4,674
-9
| -0.2% | -$3.23K | 0.12% | 39 |
|
|
2021
Q4 | $1.65M | Sell |
4,683
-840
| -15% | -$296K | 0.12% | 36 |
|
|
2021
Q3 | $1.43M | Buy |
5,523
+570
| +12% | +$147K | 0.11% | 37 |
|
|
2021
Q2 | $1.12M | Buy |
4,953
+54
| +1% | +$12.2K | 0.09% | 38 |
|
|
2021
Q1 | $1.09M | Sell |
4,899
-33
| -0.7% | -$7.35K | 0.1% | 35 |
|
|
2020
Q4 | $1.16M | Sell |
4,932
-312
| -6% | -$73.4K | 0.11% | 34 |
|
|
2020
Q3 | $750K | Buy |
5,244
+684
| +15% | +$97.8K | 0.08% | 37 |
|
|
2020
Q2 | $328K | Buy |
+4,560
| New | +$328K | 0.04% | 59 |
|
|
2018
Q2 | – | Sell |
-12,435
| Closed | -$221K | – | 94 |
|
|
2018
Q1 | $221K | Sell |
12,435
-630
| -5% | -$11.2K | 0.07% | 74 |
|
|
2017
Q4 | $271K | Sell |
13,065
-3,705
| -22% | -$76.9K | 0.1% | 57 |
|
|
2017
Q3 | $381K | Buy |
16,770
+4,125
| +33% | +$93.7K | 0.17% | 39 |
|
|
2017
Q2 | $305K | Buy |
12,645
+45
| +0.4% | +$1.09K | 0.15% | 45 |
|
|
2017
Q1 | $234K | Sell |
12,600
-8,055
| -39% | -$150K | 0.12% | 53 |
|
|
2016
Q4 | $294K | Buy |
20,655
+3,360
| +19% | +$47.8K | 0.13% | 45 |
|
|
2016
Q3 | $235K | Hold |
17,295
| – | – | 0.12% | 54 |
|
|
2016
Q2 | $245K | Buy |
17,295
+1,470
| +9% | +$20.8K | 0.13% | 50 |
|
|
2016
Q1 | $242K | Buy |
+15,825
| New | +$242K | 0.1% | 55 |
|