Centerpoint 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 | $119K | Sell |
376
-1,000
| -73% | -$316K | 0.04% | 105 |
|
2025
Q1 | $357K | Sell |
1,376
-550
| -29% | -$143K | 0.13% | 61 |
|
2024
Q4 | $778K | Hold |
1,926
| – | – | 0.27% | 40 |
|
2024
Q3 | $504K | Buy |
1,926
+1
| +0.1% | +$262 | 0.18% | 51 |
|
2024
Q2 | $381K | Buy |
1,925
+555
| +41% | +$110K | 0.14% | 59 |
|
2024
Q1 | $241K | Buy |
1,370
+60
| +5% | +$10.6K | 0.09% | 79 |
|
2023
Q4 | $326K | Sell |
1,310
-104
| -7% | -$25.9K | 0.13% | 63 |
|
2023
Q3 | $354K | Sell |
1,414
-120
| -8% | -$30K | 0.15% | 60 |
|
2023
Q2 | $402K | Hold |
1,534
| – | – | 0.16% | 56 |
|
2023
Q1 | $318K | Buy |
1,534
+9
| +0.6% | +$1.87K | 0.14% | 67 |
|
2022
Q4 | $188K | Hold |
1,525
| – | – | 0.09% | 89 |
|
2022
Q3 | $405K | Sell |
1,525
-584
| -28% | -$155K | 0.22% | 44 |
|
2022
Q2 | $473K | Buy |
2,109
+105
| +5% | +$23.5K | 0.24% | 42 |
|
2022
Q1 | $720K | Hold |
2,004
| – | – | 0.33% | 34 |
|
2021
Q4 | $706K | Sell |
2,004
-165
| -8% | -$58.1K | 0.31% | 36 |
|
2021
Q3 | $561K | Buy |
2,169
+105
| +5% | +$27.2K | 0.27% | 42 |
|
2021
Q2 | $468K | Buy |
2,064
+1,770
| +602% | +$401K | 0.22% | 47 |
|
2021
Q1 | $65K | Hold |
294
| – | – | 0.04% | 96 |
|
2020
Q4 | $69K | Buy |
+294
| New | +$69K | 0.04% | 89 |
|
2019
Q4 | – | Sell |
-45
| Closed | -$1K | – | 287 |
|
2019
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 265 |
|
2019
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 257 |
|
2019
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 250 |
|
2018
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 245 |
|
2018
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 234 |
|
2018
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 357 |
|
2018
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 236 |
|
2017
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 189 |
|