Financial Engines 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 | $12.5M | Buy |
39,393
+10,128
| +35% | +$3.22M | 0.03% | 95 |
|
2025
Q1 | $7.58M | Sell |
29,265
-714
| -2% | -$185K | 0.02% | 106 |
|
2024
Q4 | $12.1M | Buy |
29,979
+2,217
| +8% | +$895K | 0.03% | 92 |
|
2024
Q3 | $7.26M | Buy |
27,762
+615
| +2% | +$161K | 0.02% | 99 |
|
2024
Q2 | $5.37M | Buy |
27,147
+2,593
| +11% | +$513K | 0.01% | 116 |
|
2024
Q1 | $4.32M | Buy |
24,554
+3,808
| +18% | +$669K | 0.01% | 119 |
|
2023
Q4 | $5.16M | Sell |
20,746
-759
| -4% | -$189K | 0.01% | 99 |
|
2023
Q3 | $5.38M | Sell |
21,505
-3,458
| -14% | -$865K | 0.01% | 84 |
|
2023
Q2 | $6.53M | Buy |
24,963
+569
| +2% | +$149K | 0.02% | 84 |
|
2023
Q1 | $5.06M | Buy |
24,394
+1,766
| +8% | +$366K | 0.01% | 91 |
|
2022
Q4 | $2.79M | Buy |
22,628
+10,210
| +82% | +$1.26M | 0.01% | 117 |
|
2022
Q3 | $3.29M | Sell |
12,418
-233
| -2% | -$61.8K | 0.01% | 95 |
|
2022
Q2 | $2.84M | Sell |
12,651
-909
| -7% | -$204K | 0.01% | 100 |
|
2022
Q1 | $4.87M | Buy |
13,560
+10,179
| +301% | +$3.66M | 0.01% | 84 |
|
2021
Q4 | $1.19M | Sell |
3,381
-576
| -15% | -$203K | ﹤0.01% | 113 |
|
2021
Q3 | $1.02M | Sell |
3,957
-2,667
| -40% | -$689K | ﹤0.01% | 113 |
|
2021
Q2 | $1.5M | Sell |
6,624
-126
| -2% | -$28.6K | ﹤0.01% | 83 |
|
2021
Q1 | $1.5M | Sell |
6,750
-279
| -4% | -$62.1K | ﹤0.01% | 96 |
|
2020
Q4 | $1.65M | Sell |
7,029
-10,455
| -60% | -$2.46M | 0.01% | 91 |
|
2020
Q3 | $2.5M | Buy |
17,484
+1,104
| +7% | +$158K | 0.01% | 80 |
|
2020
Q2 | $1.18M | Buy |
+16,380
| New | +$1.18M | 0.01% | 98 |
|
2018
Q4 | – | Sell |
-855
| Closed | -$15K | – | 174 |
|
2018
Q3 | $15K | Buy |
855
+150
| +21% | +$2.63K | ﹤0.01% | 84 |
|
2018
Q2 | $16K | Buy |
+705
| New | +$16K | ﹤0.01% | 82 |
|
2017
Q4 | – | Sell |
-3,765
| Closed | -$86K | – | 231 |
|
2017
Q3 | $86K | Buy |
+3,765
| New | +$86K | ﹤0.01% | 76 |
|