Global Financial Private Client’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
1,232
-84
| -6% | -$26.7K | 0.15% | 158 |
|
|
2025
Q1 | $341K | Buy |
1,316
+153
| +13% | +$39.7K | 0.13% | 160 |
|
|
2024
Q4 | $470K | Sell |
1,163
-374
| -24% | -$151K | 0.18% | 139 |
|
|
2024
Q3 | $402K | Sell |
1,537
-22
| -1% | -$5.76K | 0.16% | 147 |
|
|
2024
Q2 | $308K | Buy |
1,559
+29
| +2% | +$5.74K | 0.13% | 159 |
|
|
2024
Q1 | $268K | Buy |
1,530
+20
| +1% | +$3.5K | 0.12% | 159 |
|
|
2023
Q4 | $375K | Buy |
1,510
+6
| +0.4% | +$1.49K | 0.18% | 136 |
|
|
2023
Q3 | $378K | Sell |
1,504
-52
| -3% | -$13.1K | 0.2% | 122 |
|
|
2023
Q2 | $435K | Sell |
1,556
-1
| -0.1% | -$280 | 0.21% | 112 |
|
|
2023
Q1 | $303K | Buy |
1,557
+87
| +6% | +$16.9K | 0.16% | 130 |
|
|
2022
Q4 | $181K | Sell |
1,470
-414
| -22% | -$51K | 0.1% | 144 |
|
|
2022
Q3 | $457K | Buy |
1,884
+417
| +28% | +$101K | 0.26% | 87 |
|
|
2022
Q2 | $333K | Buy |
1,467
+87
| +6% | +$19.8K | 0.19% | 108 |
|
|
2022
Q1 | $499K | Buy |
1,380
+387
| +39% | +$140K | 0.24% | 89 |
|
|
2021
Q4 | $350K | Buy |
993
+30
| +3% | +$10.6K | 0.17% | 113 |
|
|
2021
Q3 | $249K | Sell |
963
-42
| -4% | -$10.9K | 0.13% | 128 |
|
|
2021
Q2 | $227K | Buy |
1,005
+249
| +33% | +$56.3K | 0.13% | 126 |
|
|
2021
Q1 | $167K | Buy |
756
+6
| +0.8% | +$1.32K | 0.12% | 125 |
|
|
2020
Q4 | $176K | Sell |
750
-30
| -4% | -$7.06K | 0.14% | 109 |
|
|
2020
Q3 | $117K | Buy |
780
+30
| +4% | +$4.48K | 0.1% | 122 |
|
|
2020
Q2 | $56K | Hold |
750
| – | – | 0.05% | 192 |
|
|
2020
Q1 | $24.1K | Hold |
750
| – | – | 0.03% | 289 |
|
|
2019
Q4 | $20.9K | Buy |
+750
| New | +$20.9K | 0.02% | 333 |
|