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