Clearstead Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
510
+379
| +289% | +$120K | 0.03% | 194 |
|
|
2025
Q1 | $34K | Sell |
131
-148
| -53% | -$38.4K | 0.01% | 302 |
|
|
2024
Q4 | $113K | Buy |
279
+41
| +17% | +$16.6K | 0.02% | 196 |
|
|
2024
Q3 | $62.3K | Sell |
238
-27
| -10% | -$7.06K | 0.01% | 224 |
|
|
2024
Q2 | $52.4K | Hold |
265
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $46.6K | Buy |
265
+30
| +13% | +$5.27K | 0.01% | 246 |
|
|
2023
Q4 | $58.4K | Hold |
235
| – | – | 0.02% | 229 |
|
|
2023
Q3 | $58.8K | Buy |
235
+70
| +42% | +$17.5K | 0.02% | 209 |
|
|
2023
Q2 | $43.2K | Hold |
165
| – | – | 0.01% | 219 |
|
|
2023
Q1 | $34.2K | Hold |
165
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $20K | Buy |
165
+135
| +450% | +$16.4K | 0.01% | 279 |
|
|
2022
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $7K | Hold |
30
| – | – | 0.01% | 157 |
|
|
2022
Q1 | $11K | Hold |
30
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $11K | Hold |
30
| – | – | 0.01% | 163 |
|
|
2021
Q3 | $8K | Hold |
30
| – | – | 0.01% | 173 |
|
|
2021
Q2 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 152 |
|
|
2017
Q2 | – | Sell |
-7,650
| Closed | -$142K | – | 237 |
|
|
2017
Q1 | $142K | Hold |
7,650
| – | – | 0.12% | 102 |
|
|
2016
Q4 | $109K | Buy |
+7,650
| New | +$109K | 0.1% | 108 |
|