Coastal Bridge Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
+9,812
| New | +$3.12M | 0.26% | 99 |
|
|
2025
Q1 | – | Sell |
-3,598
| Closed | -$1.45M | – | 385 |
|
|
2024
Q4 | $1.45M | Buy |
3,598
+211
| +6% | +$85.2K | 0.37% | 52 |
|
|
2024
Q3 | $886K | Hold |
3,387
| – | – | 0.22% | 68 |
|
|
2024
Q2 | $670K | Sell |
3,387
-261
| -7% | -$51.6K | 0.17% | 79 |
|
|
2024
Q1 | $641K | Hold |
3,648
| – | – | 0.15% | 86 |
|
|
2023
Q4 | $906K | Buy |
3,648
+291
| +9% | +$72.3K | 0.23% | 68 |
|
|
2023
Q3 | $840K | Buy |
3,357
+345
| +11% | +$86.3K | 0.23% | 72 |
|
|
2023
Q2 | $788K | Sell |
3,012
-100
| -3% | -$26.2K | 0.19% | 70 |
|
|
2023
Q1 | $646K | Sell |
3,112
-638
| -17% | -$132K | 0.16% | 74 |
|
|
2022
Q4 | $462K | Buy |
3,750
+150
| +4% | +$18.5K | 0.13% | 93 |
|
|
2022
Q3 | $955K | Buy |
3,600
+573
| +19% | +$152K | 0.26% | 54 |
|
|
2022
Q2 | $679K | Buy |
3,027
+1,500
| +98% | +$336K | 0.21% | 71 |
|
|
2022
Q1 | $548K | Sell |
1,527
-1,323
| -46% | -$475K | 0.13% | 83 |
|
|
2021
Q4 | $837K | Buy |
2,850
+1,425
| +100% | +$419K | 0.17% | 72 |
|
|
2021
Q3 | $368K | Sell |
1,425
-15
| -1% | -$3.87K | 0.09% | 94 |
|
|
2021
Q2 | $326K | Hold |
1,440
| – | – | 0.07% | 105 |
|
|
2021
Q1 | $321K | Buy |
1,440
+15
| +1% | +$3.34K | 0.06% | 99 |
|
|
2020
Q4 | $335K | Buy |
+1,425
| New | +$335K | 0.07% | 92 |
|