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