Chicago Partners Investment Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.78M | Buy |
17,379
+483
| +3% | +$161K | 0.17% | 126 |
|
2025
Q1 | $4.67M | Buy |
16,896
+1,806
| +12% | +$499K | 0.16% | 133 |
|
2024
Q4 | $5.96M | Sell |
15,090
-1,505
| -9% | -$594K | 0.2% | 106 |
|
2024
Q3 | $3.55M | Sell |
16,595
-1,801
| -10% | -$385K | 0.13% | 141 |
|
2024
Q2 | $4.1M | Buy |
18,396
+7,403
| +67% | +$1.65M | 0.16% | 127 |
|
2024
Q1 | $1.59M | Buy |
10,993
+1,508
| +16% | +$218K | 0.07% | 235 |
|
2023
Q4 | $1.97M | Sell |
9,485
-267
| -3% | -$55.5K | 0.09% | 195 |
|
2023
Q3 | $2.07M | Buy |
9,752
+817
| +9% | +$173K | 0.11% | 174 |
|
2023
Q2 | $2.27M | Sell |
8,935
-4,811
| -35% | -$1.22M | 0.12% | 163 |
|
2023
Q1 | $2.23M | Buy |
13,746
+5,915
| +76% | +$961K | 0.13% | 155 |
|
2022
Q4 | $1.54M | Buy |
7,831
+1,790
| +30% | +$352K | 0.09% | 206 |
|
2022
Q3 | $1.19M | Sell |
6,041
-79
| -1% | -$15.6K | 0.09% | 215 |
|
2022
Q2 | $1.82M | Buy |
6,120
+603
| +11% | +$179K | 0.13% | 146 |
|
2022
Q1 | $1.31M | Sell |
5,517
-2,070
| -27% | -$490K | 0.1% | 174 |
|
2021
Q4 | $2.22M | Buy |
7,587
+1,776
| +31% | +$518K | 0.16% | 126 |
|
2021
Q3 | $2.06M | Buy |
5,811
+675
| +13% | +$239K | 0.14% | 140 |
|
2021
Q2 | $1.13M | Buy |
5,136
+951
| +23% | +$208K | 0.08% | 193 |
|
2021
Q1 | $1.03M | Buy |
4,185
+2,682
| +178% | +$660K | 0.09% | 196 |
|
2020
Q4 | $424K | Buy |
+1,503
| New | +$424K | 0.04% | 311 |
|
2018
Q4 | – | Sell |
-375
| Closed | -$8K | – | 872 |
|
2018
Q3 | $8K | Hold |
375
| – | – | ﹤0.01% | 863 |
|
2018
Q2 | $9K | Hold |
375
| – | – | ﹤0.01% | 825 |
|
2018
Q1 | $7K | Hold |
375
| – | – | ﹤0.01% | 821 |
|
2017
Q4 | $8K | Hold |
375
| – | – | ﹤0.01% | 778 |
|
2017
Q3 | $9K | Sell |
375
-375
| -50% | -$9K | ﹤0.01% | 797 |
|
2017
Q2 | $14K | Buy |
+750
| New | +$14K | ﹤0.01% | 556 |
|