Curtis Advisory 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 | $385K | Sell |
1,213
-32
| -3% | -$10.2K | 0.1% | 84 |
|
|
2025
Q1 | $323K | Buy |
1,245
+60
| +5% | +$15.6K | 0.09% | 84 |
|
|
2024
Q4 | $479K | Sell |
1,185
-221
| -16% | -$89.2K | 0.13% | 67 |
|
|
2024
Q3 | $368K | Sell |
1,406
-76
| -5% | -$19.9K | 0.1% | 74 |
|
|
2024
Q2 | $293K | Sell |
1,482
-51
| -3% | -$10.1K | 0.1% | 79 |
|
|
2024
Q1 | $269K | Hold |
1,533
| – | – | 0.1% | 80 |
|
|
2023
Q4 | $381K | Sell |
1,533
-43
| -3% | -$10.7K | 0.17% | 67 |
|
|
2023
Q3 | $394K | Hold |
1,576
| – | – | 0.13% | 66 |
|
|
2023
Q2 | $413K | Hold |
1,576
| – | – | 0.13% | 65 |
|
|
2023
Q1 | $327K | Buy |
+1,576
| New | +$327K | 0.12% | 66 |
|
|
2022
Q4 | – | Sell |
-1,503
| Closed | -$399K | – | 94 |
|
|
2022
Q3 | $399K | Buy |
1,503
+57
| +4% | +$15.1K | 0.16% | 60 |
|
|
2022
Q2 | $325K | Buy |
1,446
+15
| +1% | +$3.37K | 0.13% | 65 |
|
|
2022
Q1 | $514K | Buy |
1,431
+600
| +72% | +$216K | 0.17% | 50 |
|
|
2021
Q4 | $293K | Sell |
831
-21
| -2% | -$7.4K | 0.1% | 72 |
|
|
2021
Q3 | $220K | Buy |
+852
| New | +$220K | 0.08% | 71 |
|
|
2021
Q1 | – | Sell |
-1,263
| Closed | -$297K | – | 77 |
|
|
2020
Q4 | $297K | Buy |
+1,263
| New | +$297K | 0.14% | 53 |
|
|
2020
Q3 | – | Sell |
-2,790
| Closed | -$201K | – | 61 |
|
|
2020
Q2 | $201K | Buy |
+2,790
| New | +$201K | 0.14% | 56 |
|