Delta Financial 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 | $432K | Hold |
1,360
| – | – | 0.15% | 89 |
|
|
2025
Q1 | $352K | Sell |
1,360
-1,000
| -42% | -$259K | 0.13% | 95 |
|
|
2024
Q4 | $953K | Hold |
2,360
| – | – | 0.35% | 71 |
|
|
2024
Q3 | $617K | Hold |
2,360
| – | – | 0.22% | 85 |
|
|
2024
Q2 | $467K | Hold |
2,360
| – | – | 0.18% | 87 |
|
|
2024
Q1 | $415K | Sell |
2,360
-39
| -2% | -$6.86K | 0.16% | 92 |
|
|
2023
Q4 | $596K | Hold |
2,399
| – | – | 0.26% | 85 |
|
|
2023
Q3 | $600K | Hold |
2,399
| – | – | 0.27% | 82 |
|
|
2023
Q2 | $628K | Hold |
2,399
| – | – | 0.28% | 84 |
|
|
2023
Q1 | $498K | Buy |
2,399
+400
| +20% | +$83K | 0.24% | 86 |
|
|
2022
Q4 | $246K | Buy |
1,999
+385
| +24% | +$47.4K | 0.12% | 106 |
|
|
2022
Q3 | $428K | Buy |
1,614
+15
| +0.9% | +$3.98K | 0.23% | 87 |
|
|
2022
Q2 | $359K | Buy |
1,599
+225
| +16% | +$50.5K | 0.18% | 99 |
|
|
2022
Q1 | $494K | Buy |
1,374
+150
| +12% | +$53.9K | 0.21% | 93 |
|
|
2021
Q4 | $431K | Hold |
1,224
| – | – | 0.18% | 101 |
|
|
2021
Q3 | $316K | Hold |
1,224
| – | – | 0.14% | 102 |
|
|
2021
Q2 | $277K | Buy |
1,224
+60
| +5% | +$13.6K | 0.12% | 106 |
|
|
2021
Q1 | $259K | Buy |
1,164
+18
| +2% | +$4.01K | 0.12% | 104 |
|
|
2020
Q4 | $270K | Buy |
+1,146
| New | +$270K | 0.14% | 103 |
|