Colonial Trust 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 | $248K | Sell |
780
-25
| -3% | -$7.94K | 0.02% | 188 |
|
|
2025
Q1 | $209K | Sell |
805
-321
| -29% | -$83.2K | 0.02% | 198 |
|
|
2024
Q4 | $455K | Buy |
1,126
+7
| +0.6% | +$2.83K | 0.04% | 147 |
|
|
2024
Q3 | $293K | Sell |
1,119
-251
| -18% | -$65.7K | 0.03% | 176 |
|
|
2024
Q2 | $271K | Buy |
1,370
+542
| +65% | +$107K | 0.03% | 161 |
|
|
2024
Q1 | $146K | Sell |
828
-144
| -15% | -$25.3K | 0.01% | 204 |
|
|
2023
Q4 | $242K | Buy |
972
+21
| +2% | +$5.22K | 0.03% | 169 |
|
|
2023
Q3 | $238K | Buy |
951
+2
| +0.2% | +$500 | 0.03% | 172 |
|
|
2023
Q2 | $248K | Buy |
949
+4
| +0.4% | +$1.05K | 0.03% | 174 |
|
|
2023
Q1 | $196K | Sell |
945
-15
| -2% | -$3.11K | 0.02% | 190 |
|
|
2022
Q4 | $118K | Sell |
960
-17
| -2% | -$2.09K | 0.01% | 234 |
|
|
2022
Q3 | $259K | Buy |
+977
| New | +$259K | 0.04% | 172 |
|
|
2022
Q2 | – | Sell |
-750
| Closed | -$269K | – | 179 |
|
|
2022
Q1 | $269K | Hold |
750
| – | – | 0.03% | 162 |
|
|
2021
Q4 | $264K | Buy |
+750
| New | +$264K | 0.03% | 166 |
|