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