Certified Advisory Corp’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.54M | Buy |
8,001
+544
| +7% | +$173K | 0.26% | 94 |
|
2025
Q1 | $1.93M | Buy |
7,457
+76
| +1% | +$19.7K | 0.22% | 105 |
|
2024
Q4 | $2.98M | Buy |
7,381
+47
| +0.6% | +$19K | 0.32% | 86 |
|
2024
Q3 | $1.92M | Sell |
7,334
-2
| -0% | -$523 | 0.21% | 109 |
|
2024
Q2 | $1.45M | Sell |
7,336
-189
| -3% | -$37.4K | 0.18% | 115 |
|
2024
Q1 | $1.32M | Buy |
7,525
+1,815
| +32% | +$319K | 0.18% | 114 |
|
2023
Q4 | $1.42M | Sell |
5,710
-553
| -9% | -$137K | 0.22% | 110 |
|
2023
Q3 | $1.57M | Buy |
6,263
+354
| +6% | +$88.6K | 0.29% | 94 |
|
2023
Q2 | $1.55M | Buy |
5,909
+1,736
| +42% | +$454K | 0.28% | 92 |
|
2023
Q1 | $866K | Buy |
+4,173
| New | +$866K | 0.15% | 130 |
|
2022
Q4 | – | Sell |
-3,739
| Closed | -$992K | – | 237 |
|
2022
Q3 | $992K | Buy |
3,739
+7
| +0.2% | +$1.86K | 0.23% | 107 |
|
2022
Q2 | $838K | Buy |
3,732
+600
| +19% | +$135K | 0.19% | 125 |
|
2022
Q1 | $1.13M | Buy |
3,132
+192
| +7% | +$69K | 0.24% | 104 |
|
2021
Q4 | $1.04M | Sell |
2,940
-615
| -17% | -$217K | 0.23% | 106 |
|
2021
Q3 | $919K | Buy |
3,555
+213
| +6% | +$55.1K | 0.22% | 108 |
|
2021
Q2 | $757K | Buy |
3,342
+339
| +11% | +$76.8K | 0.19% | 119 |
|
2021
Q1 | $669K | Buy |
+3,003
| New | +$669K | 0.17% | 120 |
|
2020
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 544 |
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 622 |
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 688 |
|
2019
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 751 |
|
2019
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 759 |
|
2019
Q1 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 677 |
|
2018
Q2 | – | Sell |
-1,425
| Closed | -$25K | – | 793 |
|
2018
Q1 | $25K | Buy |
1,425
+600
| +73% | +$10.5K | 0.01% | 365 |
|
2017
Q4 | $17K | Buy |
+825
| New | +$17K | 0.01% | 401 |
|