Concorde Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $821K | Sell |
3,085
-29
| -0.9% | -$7.72K | 0.44% | 28 |
|
|
2024
Q4 | $1.26M | Sell |
3,114
-79
| -2% | -$31.9K | 0.66% | 31 |
|
|
2024
Q3 | $835K | Buy |
3,193
+67
| +2% | +$17.5K | 0.47% | 33 |
|
|
2024
Q2 | $619K | Sell |
3,126
-311
| -9% | -$61.5K | 0.38% | 43 |
|
|
2024
Q1 | $604K | Buy |
3,437
+80
| +2% | +$14.1K | 0.41% | 40 |
|
|
2023
Q4 | $815K | Sell |
3,357
-70
| -2% | -$17K | 0.56% | 28 |
|
|
2023
Q3 | $858K | Sell |
3,427
-219
| -6% | -$54.8K | 0.77% | 26 |
|
|
2023
Q2 | $954K | Buy |
3,646
+149
| +4% | +$39K | 0.88% | 25 |
|
|
2023
Q1 | $721K | Sell |
3,497
-186
| -5% | -$38.3K | 0.85% | 24 |
|
|
2022
Q4 | $454K | Sell |
3,683
-226
| -6% | -$27.8K | 0.4% | 61 |
|
|
2022
Q3 | $1.02M | Buy |
3,909
+192
| +5% | +$50.3K | 1.15% | 25 |
|
|
2022
Q2 | $834K | Sell |
3,717
-480
| -11% | -$108K | 1.26% | 20 |
|
|
2022
Q1 | $1.51M | Sell |
4,197
-2,136
| -34% | -$767K | 1% | 30 |
|
|
2021
Q4 | $2.23M | Sell |
6,333
-969
| -13% | -$341K | 1.33% | 13 |
|
|
2021
Q3 | $1.89M | Buy |
7,302
+2,565
| +54% | +$663K | 1.09% | 19 |
|
|
2021
Q2 | $1.07M | Sell |
4,737
-5,058
| -52% | -$1.15M | 0.6% | 53 |
|
|
2021
Q1 | $2.18M | Buy |
9,795
+1,686
| +21% | +$376K | 1.26% | 16 |
|
|
2020
Q4 | $1.91M | Buy |
+8,109
| New | +$1.91M | 1.06% | 26 |
|