Cooper Financial 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 | $10.6M | Buy |
33,461
+166
| +0.5% | +$52.7K | 1.25% | 15 |
|
|
2025
Q1 | $8.63M | Sell |
33,295
-7,209
| -18% | -$1.87M | 1.14% | 17 |
|
|
2024
Q4 | $16.4M | Sell |
40,504
-250
| -0.6% | -$101K | 1.97% | 12 |
|
|
2024
Q3 | $10.7M | Sell |
40,754
-10,357
| -20% | -$2.71M | 1.38% | 14 |
|
|
2024
Q2 | $10.1M | Sell |
51,111
-6,163
| -11% | -$1.22M | 1.49% | 14 |
|
|
2024
Q1 | $10.1M | Buy |
57,274
+619
| +1% | +$109K | 1.65% | 13 |
|
|
2023
Q4 | $14.1M | Buy |
56,655
+13,648
| +32% | +$3.39M | 2.56% | 9 |
|
|
2023
Q3 | $10.8M | Buy |
43,007
+180
| +0.4% | +$45K | 2.59% | 5 |
|
|
2023
Q2 | $11.2M | Buy |
42,827
+261
| +0.6% | +$68.3K | 2.78% | 4 |
|
|
2023
Q1 | $8.83M | Sell |
42,566
-738
| -2% | -$153K | 2.38% | 6 |
|
|
2022
Q4 | $5.33M | Sell |
43,304
-382
| -0.9% | -$47.1K | 1.63% | 10 |
|
|
2022
Q3 | $11.6M | Sell |
43,686
-2,247
| -5% | -$596K | 4.17% | 2 |
|
|
2022
Q2 | $10.3M | Buy |
45,933
+2,916
| +7% | +$655K | 3.74% | 2 |
|
|
2022
Q1 | $15.5M | Buy |
43,017
+1,566
| +4% | +$563K | 5.87% | 2 |
|
|
2021
Q4 | $14.6M | Sell |
41,451
-3,192
| -7% | -$1.12M | 5.51% | 2 |
|
|
2021
Q3 | $11.5M | Sell |
44,643
-60
| -0.1% | -$15.5K | 2.39% | 8 |
|
|
2021
Q2 | $10.1M | Buy |
44,703
+930
| +2% | +$211K | 2.06% | 11 |
|
|
2021
Q1 | $9.75M | Sell |
43,773
-5,631
| -11% | -$1.25M | 2.2% | 12 |
|
|
2020
Q4 | $11.6M | Buy |
49,404
+11,475
| +30% | +$2.7M | 2.37% | 10 |
|
|
2020
Q3 | $5.42M | Buy |
37,929
+6,324
| +20% | +$904K | 1.57% | 18 |
|
|
2020
Q2 | $2.28M | Sell |
31,605
-4,515
| -13% | -$325K | 0.74% | 26 |
|
|
2020
Q1 | $1.26M | Buy |
36,120
+6,885
| +24% | +$241K | 0.53% | 29 |
|
|
2019
Q4 | $815K | Sell |
29,235
-375
| -1% | -$10.5K | 0.33% | 47 |
|
|
2019
Q3 | $475K | Hold |
29,610
| – | – | 0.21% | 67 |
|
|
2019
Q2 | $441K | Buy |
29,610
+900
| +3% | +$13.4K | 0.21% | 73 |
|
|
2019
Q1 | $536K | Buy |
28,710
+2,100
| +8% | +$39.2K | 0.3% | 51 |
|
|
2018
Q4 | $590K | Buy |
+26,610
| New | +$590K | 0.4% | 38 |
|