Capstone Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $932K | Sell |
2,507
-299
| -11% | -$123K | 0.05% | 66 |
|
|
2025
Q4 | $1.26M | Sell |
2,806
-92
| -3% | -$40.8K | 0.07% | 56 |
|
|
2025
Q3 | $1.29M | Sell |
2,898
-288
| -9% | -$99.9K | 0.07% | 55 |
|
|
2025
Q2 | $1.01M | Buy |
3,186
+323
| +11% | +$97.3K | 0.06% | 62 |
|
|
2025
Q1 | $742K | Sell |
2,863
-373
| -12% | -$124K | 0.05% | 69 |
|
|
2024
Q4 | $1.31M | Sell |
3,236
-1,273
| -28% | -$410K | 0.08% | 52 |
|
|
2024
Q3 | $1.18M | Buy |
4,509
+295
| +7% | +$67.3K | 0.07% | 53 |
|
|
2024
Q2 | $834K | Sell |
4,214
-286
| -6% | -$50K | 0.06% | 62 |
|
|
2024
Q1 | $791K | Buy |
4,500
+130
| +3% | +$25.4K | 0.05% | 65 |
|
|
2023
Q4 | $1.09M | Sell |
4,370
-110
| -2% | -$26.1K | 0.08% | 52 |
|
|
2023
Q3 | $1.12M | Sell |
4,480
-123
| -3% | -$31.6K | 0.09% | 48 |
|
|
2023
Q2 | $1.2M | Sell |
4,603
-445
| -9% | -$89K | 0.09% | 47 |
|
|
2023
Q1 | $1.05M | Buy |
5,048
+1,061
| +27% | +$185K | 0.08% | 49 |
|
|
2022
Q4 | $491K | Sell |
3,987
-708
| -15% | -$134K | 0.04% | 71 |
|
|
2022
Q3 | $1.25M | Buy |
4,695
+78
| +2% | +$21.8K | 0.11% | 42 |
|
|
2022
Q2 | $1.04M | Sell |
4,617
-57
| -1% | -$15.6K | 0.09% | 51 |
|
|
2022
Q1 | $1.68M | Sell |
4,674
-9
| -0.2% | -$2.8K | 0.12% | 39 |
|
|
2021
Q4 | $1.65M | Sell |
4,683
-840
| -15% | -$282K | 0.12% | 36 |
|
|
2021
Q3 | $1.43M | Buy |
5,523
+570
| +12% | +$134K | 0.11% | 37 |
|
|
2021
Q2 | $1.12M | Buy |
4,953
+54
| +1% | +$11.7K | 0.09% | 38 |
|
|
2021
Q1 | $1.09M | Sell |
4,899
-33
| -0.7% | -$8.29K | 0.1% | 35 |
|
|
2020
Q4 | $1.16M | Sell |
4,932
-312
| -6% | -$53.2K | 0.11% | 34 |
|
|
2020
Q3 | $750K | Buy |
5,244
+684
| +15% | +$80.8K | 0.08% | 38 |
|
|
2020
Q2 | $328K | Buy |
+4,560
| New | +$247K | 0.04% | 60 |
|
|
2018
Q2 | – | Sell |
-12,435
| Closed | -$221K | – | 93 |
|
|
2018
Q1 | $221K | Sell |
12,435
-630
| -5% | -$13.9K | 0.07% | 74 |
|
|
2017
Q4 | $271K | Sell |
13,065
-3,705
| -22% | -$80.6K | 0.1% | 57 |
|
|
2017
Q3 | $381K | Buy |
16,770
+4,125
| +33% | +$95.2K | 0.17% | 39 |
|
|
2017
Q2 | $305K | Buy |
12,645
+45
| +0.4% | +$991 | 0.15% | 45 |
|
|
2017
Q1 | $234K | Sell |
12,600
-8,055
| -39% | -$136K | 0.12% | 53 |
|
|
2016
Q4 | $294K | Buy |
20,655
+3,360
| +19% | +$44.2K | 0.13% | 45 |
|
|
2016
Q3 | $235K | Hold |
17,295
| – | – | 0.12% | 54 |
|
|
2016
Q2 | $245K | Buy |
17,295
+1,470
| +9% | +$22.3K | 0.13% | 50 |
|
|
2016
Q1 | $242K | Buy |
+15,825
| New | +$208K | 0.1% | 55 |
|
Other funds holding TSLA
VCM
VPM
Capstone Financial Advisors's TSLA Position: Q1 2026 in Review
Capstone Financial Advisors reduced its Tesla (TSLA) stake by 11% in Q1 2026, selling an estimated $123K and leaving 2,507 shares worth $932K. The position accounts for 0.05% of the portfolio, ranked #66.
Capstone Financial Advisors first reported a position in TSLA in Q1 2016 and has held it in 33 quarters since. The position peaked at $1.68M in Q1 2022. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.
- Capstone Financial Advisors held 2,507 shares of Tesla worth $932K as of Q1 2026.
- Capstone Financial Advisors sold 299 Tesla shares in Q1 2026, an estimated $123K.
- Tesla made up 0.05% of Capstone Financial Advisors's portfolio in Q1 2026, its #66 holding.
- Capstone Financial Advisors first reported a position in Tesla in Q1 2016 and has held it in 33 quarters since.
- Capstone Financial Advisors's Tesla position peaked at $1.68M in Q1 2022.
- 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.
Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.