CAPTRUST Financial Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Sell |
146,910
-5,114
| -3% | -$1.62M | 0.1% | 175 |
|
|
2025
Q1 | $39.4M | Sell |
152,024
-147,251
| -49% | -$38.2M | 0.1% | 184 |
|
|
2024
Q4 | $121M | Buy |
299,275
+26,223
| +10% | +$10.6M | 0.35% | 56 |
|
|
2024
Q3 | $71.4M | Sell |
273,052
-1,072
| -0.4% | -$280K | 0.21% | 101 |
|
|
2024
Q2 | $54.2M | Sell |
274,124
-93,919
| -26% | -$18.6M | 0.17% | 119 |
|
|
2024
Q1 | $46.7M | Sell |
368,043
-17,444
| -5% | -$2.21M | 0.17% | 126 |
|
|
2023
Q4 | $95.8M | Buy |
385,487
+17,482
| +5% | +$4.34M | 0.33% | 68 |
|
|
2023
Q3 | $92.1M | Buy |
368,005
+9,773
| +3% | +$2.45M | 0.35% | 61 |
|
|
2023
Q2 | $93.8M | Buy |
358,232
+17,043
| +5% | +$4.46M | 0.37% | 59 |
|
|
2023
Q1 | $70.8M | Buy |
341,189
+6,606
| +2% | +$1.37M | 0.31% | 71 |
|
|
2022
Q4 | $41.2M | Buy |
334,583
+38,530
| +13% | +$4.75M | 0.21% | 108 |
|
|
2022
Q3 | $78.5M | Buy |
296,053
+206,012
| +229% | +$54.6M | 0.46% | 46 |
|
|
2022
Q2 | $60.6M | Buy |
90,041
+47,875
| +114% | +$32.2M | 0.39% | 57 |
|
|
2022
Q1 | $45.4M | Buy |
42,166
+1,860
| +5% | +$2M | 0.29% | 82 |
|
|
2021
Q4 | $42.6M | Sell |
40,306
-2,361
| -6% | -$2.5M | 0.29% | 84 |
|
|
2021
Q3 | $33.1M | Buy |
42,667
+1,732
| +4% | +$1.34M | 0.27% | 91 |
|
|
2021
Q2 | $27.8M | Sell |
40,935
-374
| -0.9% | -$254K | 0.26% | 101 |
|
|
2021
Q1 | $27.6M | Buy |
41,309
+9,146
| +28% | +$6.11M | 0.3% | 84 |
|
|
2020
Q4 | $22.7M | Buy |
32,163
+3,109
| +11% | +$2.19M | 0.3% | 90 |
|
|
2020
Q3 | $13M | Buy |
29,054
+23,773
| +450% | +$10.7M | 0.22% | 120 |
|
|
2020
Q2 | $5.91M | Sell |
5,281
-490
| -8% | -$549K | 0.1% | 203 |
|
|
2020
Q1 | $2.78M | Buy |
5,771
+248
| +4% | +$119K | 0.06% | 255 |
|
|
2019
Q4 | $2.38M | Buy |
5,523
+2,084
| +61% | +$897K | 0.04% | 345 |
|
|
2019
Q3 | $828K | Sell |
3,439
-301
| -8% | -$72.5K | 0.03% | 332 |
|
|
2019
Q2 | $836K | Buy |
3,740
+198
| +6% | +$44.3K | 0.03% | 315 |
|
|
2019
Q1 | $991K | Buy |
3,542
+302
| +9% | +$84.5K | 0.04% | 270 |
|
|
2018
Q4 | $1.08M | Buy |
3,240
+47
| +1% | +$15.6K | 0.06% | 213 |
|
|
2018
Q3 | $845K | Buy |
3,193
+2,943
| +1,177% | +$779K | 0.04% | 242 |
|
|
2018
Q2 | $86K | Buy |
250
+50
| +25% | +$17.2K | ﹤0.01% | 552 |
|
|
2018
Q1 | $50K | Buy |
200
+85
| +74% | +$21.3K | ﹤0.01% | 602 |
|
|
2017
Q4 | $36K | Buy |
+115
| New | +$36K | ﹤0.01% | 652 |
|