Central Valley 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
$1.19M Sell
3,757
-158
-4% -$50.2K 0.41% 65
2025
Q1
$1.01M Buy
3,915
+5
+0.1% +$1.3K 0.38% 60
2024
Q4
$1.58M Sell
3,910
-237
-6% -$95.7K 0.72% 41
2024
Q3
$1.08M Buy
+4,147
New +$1.08M 0.61% 45
2024
Q2
Sell
-3,514
Closed -$618K 183
2024
Q1
$618K Hold
3,514
0.32% 68
2023
Q4
$873K Buy
+3,514
New +$873K 0.51% 63