Dakota Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
15,354
+304
| +2% | +$96.6K | 0.1% | 163 |
|
|
2025
Q1 | $3.9M | Sell |
15,050
-2,909
| -16% | -$754K | 0.09% | 172 |
|
|
2024
Q4 | $7.25M | Sell |
17,959
-1,350
| -7% | -$545K | 0.17% | 120 |
|
|
2024
Q3 | $5.05M | Sell |
19,309
-290
| -1% | -$75.9K | 0.11% | 158 |
|
|
2024
Q2 | $3.88M | Sell |
19,599
-3,765
| -16% | -$745K | 0.09% | 192 |
|
|
2024
Q1 | $4.11M | Buy |
23,364
+10,285
| +79% | +$1.81M | 0.1% | 177 |
|
|
2023
Q4 | $3.25M | Buy |
13,079
+846
| +7% | +$210K | 0.13% | 161 |
|
|
2023
Q3 | $3.06M | Buy |
12,233
+2,045
| +20% | +$512K | 0.14% | 159 |
|
|
2023
Q2 | $2.67M | Buy |
10,188
+2,444
| +32% | +$640K | 0.13% | 148 |
|
|
2023
Q1 | $1.61M | Buy |
7,744
+145
| +2% | +$30.1K | 0.11% | 169 |
|
|
2022
Q4 | $936K | Sell |
7,599
-147
| -2% | -$18.1K | 0.07% | 231 |
|
|
2022
Q3 | $2.05M | Buy |
7,746
+123
| +2% | +$32.6K | 0.17% | 142 |
|
|
2022
Q2 | $1.71M | Sell |
7,623
-471
| -6% | -$106K | 0.16% | 141 |
|
|
2022
Q1 | $2.91M | Sell |
8,094
-2,994
| -27% | -$1.08M | 0.24% | 116 |
|
|
2021
Q4 | $3.91M | Buy |
11,088
+4,920
| +80% | +$1.73M | 0.41% | 64 |
|
|
2021
Q3 | $1.59M | Sell |
6,168
-51
| -0.8% | -$13.2K | 0.18% | 128 |
|
|
2021
Q2 | $1.41M | Sell |
6,219
-150
| -2% | -$34K | 0.17% | 129 |
|
|
2021
Q1 | $1.42M | Sell |
6,369
-2,109
| -25% | -$470K | 0.19% | 120 |
|
|
2020
Q4 | $1.99M | Buy |
8,478
+5,496
| +184% | +$1.29M | 0.26% | 98 |
|
|
2020
Q3 | $426K | Sell |
2,982
-6,813
| -70% | -$973K | 0.07% | 188 |
|
|
2020
Q2 | $705K | Buy |
+9,795
| New | +$705K | 0.12% | 135 |
|