Financial Advocates Investment 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 | $13.4M | Sell |
42,137
-1,629
| -4% | -$517K | 1.09% | 17 |
|
|
2025
Q1 | $11.3M | Sell |
43,766
-3,890
| -8% | -$1.01M | 0.8% | 25 |
|
|
2024
Q4 | $19.2M | Sell |
47,656
-5,347
| -10% | -$2.16M | 1.1% | 13 |
|
|
2024
Q3 | $13.9M | Buy |
53,003
+952
| +2% | +$249K | 0.78% | 22 |
|
|
2024
Q2 | $10.3M | Sell |
52,051
-1,701
| -3% | -$337K | 0.64% | 26 |
|
|
2024
Q1 | $9.45M | Buy |
53,752
+3,761
| +8% | +$661K | 0.55% | 36 |
|
|
2023
Q4 | $12.4M | Buy |
49,991
+335
| +0.7% | +$83.2K | 0.81% | 20 |
|
|
2023
Q3 | $12.4M | Buy |
49,656
+2,568
| +5% | +$643K | 0.89% | 17 |
|
|
2023
Q2 | $12.3M | Buy |
47,088
+2,545
| +6% | +$666K | 0.88% | 16 |
|
|
2023
Q1 | $9.24M | Buy |
+44,543
| New | +$9.24M | 0.66% | 22 |
|
|
2022
Q4 | – | Sell |
-52,916
| Closed | -$9.99M | – | 863 |
|
|
2022
Q3 | $9.99M | Buy |
52,916
+16,871
| +47% | +$3.18M | 0.82% | 15 |
|
|
2022
Q2 | $8.09M | Buy |
36,045
+126
| +0.4% | +$28.3K | 0.66% | 22 |
|
|
2022
Q1 | $12.9M | Sell |
35,919
-2,979
| -8% | -$1.07M | 0.85% | 19 |
|
|
2021
Q4 | $13.1M | Sell |
38,898
-615
| -2% | -$207K | 0.82% | 11 |
|
|
2021
Q3 | $10.2M | Sell |
39,513
-4,857
| -11% | -$1.26M | 0.69% | 21 |
|
|
2021
Q2 | $10.1M | Buy |
+44,370
| New | +$10.1M | 0.67% | 22 |
|
|
2021
Q1 | – | Sell |
-51,375
| Closed | -$12.1M | – | 789 |
|
|
2020
Q4 | $12.1M | Buy |
51,375
+3,834
| +8% | +$902K | 0.83% | 19 |
|
|
2020
Q3 | $6.8M | Sell |
47,541
-4,239
| -8% | -$606K | 0.58% | 33 |
|
|
2020
Q2 | $3.73M | Buy |
51,780
+15,525
| +43% | +$1.12M | 0.35% | 66 |
|
|
2020
Q1 | $1.27M | Buy |
36,255
+5,070
| +16% | +$177K | 0.18% | 150 |
|
|
2019
Q4 | $870K | Sell |
31,185
-10,455
| -25% | -$292K | 0.09% | 227 |
|
|
2019
Q3 | $669K | Hold |
41,640
| – | – | 0.08% | 242 |
|
|
2019
Q2 | $620K | Buy |
41,640
+9,405
| +29% | +$140K | 0.07% | 250 |
|
|
2019
Q1 | $602K | Buy |
32,235
+3,345
| +12% | +$62.5K | 0.07% | 240 |
|
|
2018
Q4 | $641K | Sell |
28,890
-5,100
| -15% | -$113K | 0.09% | 215 |
|
|
2018
Q3 | $600K | Sell |
33,990
-5,880
| -15% | -$104K | 0.07% | 258 |
|
|
2018
Q2 | $892K | Sell |
39,870
-18,090
| -31% | -$405K | 0.11% | 196 |
|
|
2018
Q1 | $1.03M | Buy |
57,960
+2,640
| +5% | +$46.8K | 0.13% | 157 |
|
|
2017
Q4 | $1.15M | Buy |
+55,320
| New | +$1.15M | 0.16% | 140 |
|