CFS Investment Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.43M | Buy |
4,499
+332
| +8% | +$105K | 0.12% | 142 |
|
2025
Q1 | $1.08M | Sell |
4,167
-1,125
| -21% | -$292K | 0.1% | 162 |
|
2024
Q4 | $2.14M | Sell |
5,292
-320
| -6% | -$129K | 0.19% | 99 |
|
2024
Q3 | $1.47M | Buy |
5,612
+68
| +1% | +$17.8K | 0.12% | 126 |
|
2024
Q2 | $1.1M | Buy |
5,544
+220
| +4% | +$43.5K | 0.09% | 138 |
|
2024
Q1 | $936K | Buy |
5,324
+30
| +0.6% | +$5.27K | 0.16% | 87 |
|
2023
Q4 | $1.32M | Buy |
5,294
+41
| +0.8% | +$10.2K | 0.24% | 65 |
|
2023
Q3 | $1.31M | Sell |
5,253
-150
| -3% | -$37.5K | 0.21% | 80 |
|
2023
Q2 | $1.41M | Buy |
5,403
+57
| +1% | +$14.9K | 0.18% | 100 |
|
2023
Q1 | $1.11M | Buy |
5,346
+581
| +12% | +$121K | 0.2% | 67 |
|
2022
Q4 | $587K | Sell |
4,765
-1,417,010
| -100% | -$175M | 0.13% | 79 |
|
2022
Q3 | $1.42M | Buy |
1,421,775
+1,416,348
| +26,098% | +$1.42M | 0.33% | 47 |
|
2022
Q2 | $1.22M | Sell |
5,427
-5,862,105
| -100% | -$1.32B | 0.19% | 109 |
|
2022
Q1 | $2K | Buy |
5,867,532
+5,860,476
| +83,057% | +$2K | 0.01% | 299 |
|
2021
Q4 | $2.06M | Buy |
7,056
+2,010
| +40% | +$585K | 0.28% | 78 |
|
2021
Q3 | $1.3M | Buy |
+5,046
| New | +$1.3M | 0.18% | 130 |
|
2020
Q4 | $284K | Buy |
+1,209
| New | +$284K | 0.05% | 157 |
|