EFS
Essex Financial Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.25M | Sell |
29,122
-878
| -3% | -$279K | 0.61% | 34 |
|
|
2025
Q1 | $7.77M | Sell |
30,000
-2,988
| -9% | -$774K | 0.56% | 39 |
|
|
2024
Q4 | $13.3M | Sell |
32,988
-285
| -0.9% | -$115K | 0.94% | 21 |
|
|
2024
Q3 | $7.25M | Buy |
33,273
+144
| +0.4% | +$31.4K | 0.52% | 38 |
|
|
2024
Q2 | $6.59M | Buy |
33,129
+3,077
| +10% | +$612K | 0.49% | 45 |
|
|
2024
Q1 | $5.28M | Buy |
30,052
+482
| +2% | +$84.7K | 0.49% | 47 |
|
|
2023
Q4 | $7.35M | Sell |
29,570
-430
| -1% | -$107K | 0.76% | 28 |
|
|
2023
Q3 | $7.51M | Buy |
30,000
+148
| +0.5% | +$37K | 0.87% | 26 |
|
|
2023
Q2 | $7.81M | Buy |
29,852
+1,506
| +5% | +$394K | 0.89% | 22 |
|
|
2023
Q1 | $5.88M | Buy |
28,346
+463
| +2% | +$96.1K | 0.62% | 35 |
|
|
2022
Q4 | $3.43M | Buy |
27,883
+62
| +0.2% | +$7.64K | 0.36% | 69 |
|
|
2022
Q3 | $7.38M | Buy |
27,821
+18,926
| +213% | +$5.02M | 0.88% | 23 |
|
|
2022
Q2 | $5.99M | Buy |
8,895
+1,025
| +13% | +$690K | 0.67% | 33 |
|
|
2022
Q1 | $8.48M | Sell |
7,870
-4
| -0.1% | -$4.31K | 0.81% | 24 |
|
|
2021
Q4 | $8.32M | Buy |
7,874
+52
| +0.7% | +$55K | 0.82% | 22 |
|
|
2021
Q3 | $6.07M | Buy |
7,822
+150
| +2% | +$116K | 0.69% | 30 |
|
|
2021
Q2 | $5.12M | Hold |
7,672
| – | – | 0.74% | 24 |
|
|
2021
Q1 | $5.12M | Sell |
7,672
-2,612
| -25% | -$1.74M | 0.92% | 22 |
|
|
2020
Q4 | $7.29M | Buy |
10,284
+1,048
| +11% | +$743K | 1.44% | 11 |
|
|
2020
Q3 | $3.96M | Buy |
9,236
+7,097
| +332% | +$3.04M | 0.97% | 21 |
|
|
2020
Q2 | $2.31M | Buy |
2,139
+18
| +0.8% | +$19.4K | 0.71% | 38 |
|
|
2020
Q1 | $1.11M | Buy |
2,121
+93
| +5% | +$48.7K | 0.4% | 65 |
|
|
2019
Q4 | $848K | Sell |
2,028
-141
| -7% | -$59K | 0.23% | 98 |
|
|
2019
Q3 | $522K | Sell |
2,169
-650
| -23% | -$156K | 0.17% | 134 |
|
|
2019
Q2 | $630K | Sell |
2,819
-496
| -15% | -$111K | 0.19% | 116 |
|
|
2019
Q1 | $928K | Sell |
3,315
-95
| -3% | -$26.6K | 0.28% | 81 |
|
|
2018
Q4 | $1.14M | Sell |
3,410
-330
| -9% | -$110K | 0.35% | 73 |
|
|
2018
Q3 | $990K | Buy |
3,740
+191
| +5% | +$50.6K | 0.22% | 101 |
|
|
2018
Q2 | $1.22M | Buy |
3,549
+50
| +1% | +$17.1K | 0.29% | 80 |
|
|
2018
Q1 | $931K | Sell |
3,499
-50
| -1% | -$13.3K | 0.18% | 120 |
|
|
2017
Q4 | $1.11M | Buy |
3,549
+165
| +5% | +$51.4K | 0.26% | 87 |
|
|
2017
Q3 | $1.15M | Buy |
3,384
+2,225
| +192% | +$759K | 0.28% | 82 |
|
|
2017
Q2 | $419K | Buy |
1,159
+27
| +2% | +$9.76K | 0.09% | 220 |
|
|
2017
Q1 | $315K | Sell |
1,132
-71
| -6% | -$19.8K | 0.07% | 247 |
|
|
2016
Q4 | $257K | Buy |
+1,203
| New | +$257K | 0.06% | 268 |
|
|
2016
Q3 | – | Sell |
-1,535
| Closed | -$326K | – | 319 |
|
|
2016
Q2 | $326K | Buy |
1,535
+275
| +22% | +$58.4K | 0.08% | 227 |
|
|
2016
Q1 | $290K | Buy |
1,260
+342
| +37% | +$78.7K | 0.07% | 240 |
|
|
2015
Q4 | $220K | Buy |
918
+55
| +6% | +$13.2K | 0.05% | 283 |
|
|
2015
Q3 | $214K | Buy |
+863
| New | +$214K | 0.06% | 289 |
|