HBK Sorce Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Buy |
23,250
+8
| +0% | +$2.54K | 0.2% | 49 |
|
|
2025
Q1 | $6.02M | Buy |
23,242
+886
| +4% | +$230K | 0.18% | 58 |
|
|
2024
Q4 | $9.03M | Sell |
22,356
-252
| -1% | -$102K | 0.27% | 38 |
|
|
2024
Q3 | $5.91M | Sell |
22,608
-171
| -0.8% | -$44.7K | 0.18% | 57 |
|
|
2024
Q2 | $4.51M | Buy |
22,779
+1,330
| +6% | +$263K | 0.16% | 65 |
|
|
2024
Q1 | $3.77M | Sell |
21,449
-297
| -1% | -$52.2K | 0.13% | 78 |
|
|
2023
Q4 | $5.4M | Sell |
21,746
-289
| -1% | -$71.8K | 0.21% | 55 |
|
|
2023
Q3 | $5.51M | Buy |
22,035
+171
| +0.8% | +$42.8K | 0.24% | 54 |
|
|
2023
Q2 | $5.72M | Buy |
21,864
+50
| +0.2% | +$13.1K | 0.24% | 56 |
|
|
2023
Q1 | $4.53M | Sell |
21,814
-9,556
| -30% | -$1.98M | 0.21% | 62 |
|
|
2022
Q4 | $3.86M | Buy |
31,370
+12,131
| +63% | +$1.49M | 0.1% | 135 |
|
|
2022
Q3 | $5.1M | Buy |
19,239
+3,291
| +21% | +$873K | 0.34% | 48 |
|
|
2022
Q2 | $3.58M | Buy |
15,948
+39
| +0.2% | +$8.76K | 0.26% | 53 |
|
|
2022
Q1 | $5.72M | Sell |
15,909
-6,480
| -29% | -$2.33M | 0.31% | 50 |
|
|
2021
Q4 | $7.89M | Sell |
22,389
-477
| -2% | -$168K | 0.4% | 39 |
|
|
2021
Q3 | $5.91M | Buy |
22,866
+2,892
| +14% | +$748K | 0.33% | 42 |
|
|
2021
Q2 | $4.53M | Buy |
19,974
+4,398
| +28% | +$996K | 0.25% | 57 |
|
|
2021
Q1 | $3.47M | Buy |
15,576
+1,287
| +9% | +$287K | 0.21% | 75 |
|
|
2020
Q4 | $3.36M | Sell |
14,289
-5,283
| -27% | -$1.24M | 0.21% | 68 |
|
|
2020
Q3 | $2.8M | Sell |
19,572
-5,823
| -23% | -$833K | 0.2% | 74 |
|
|
2020
Q2 | $1.83M | Buy |
25,395
+11,115
| +78% | +$800K | 0.14% | 111 |
|
|
2020
Q1 | $499K | Sell |
14,280
-1,620
| -10% | -$56.6K | 0.05% | 209 |
|
|
2019
Q4 | $443K | Sell |
15,900
-390
| -2% | -$10.9K | 0.04% | 283 |
|
|
2019
Q3 | $262K | Sell |
16,290
-585
| -3% | -$9.41K | 0.03% | 351 |
|
|
2019
Q2 | $251K | Buy |
16,875
+3,285
| +24% | +$48.9K | 0.02% | 350 |
|
|
2019
Q1 | $254K | Sell |
13,590
-180
| -1% | -$3.36K | 0.03% | 363 |
|
|
2018
Q4 | $306K | Sell |
13,770
-135
| -1% | -$3K | 0.04% | 295 |
|
|
2018
Q3 | $245K | Sell |
13,905
-15,120
| -52% | -$266K | 0.03% | 335 |
|
|
2018
Q2 | $664K | Buy |
29,025
+1,065
| +4% | +$24.4K | 0.08% | 182 |
|
|
2018
Q1 | $494K | Sell |
27,960
-6,930
| -20% | -$122K | 0.06% | 213 |
|
|
2017
Q4 | $724K | Buy |
34,890
+1,140
| +3% | +$23.7K | 0.09% | 170 |
|
|
2017
Q3 | $767K | Buy |
33,750
+3,225
| +11% | +$73.3K | 0.12% | 122 |
|
|
2017
Q2 | $736K | Sell |
30,525
-360
| -1% | -$8.68K | 0.12% | 124 |
|
|
2017
Q1 | $573K | Buy |
30,885
+3,015
| +11% | +$55.9K | 0.1% | 82 |
|
|
2016
Q4 | $397K | Buy |
27,870
+1,170
| +4% | +$16.7K | 0.07% | 187 |
|
|
2016
Q3 | $363K | Buy |
26,700
+2,985
| +13% | +$40.6K | 0.07% | 189 |
|
|
2016
Q2 | $336K | Buy |
23,715
+1,305
| +6% | +$18.5K | 0.07% | 194 |
|
|
2016
Q1 | $343K | Buy |
+22,410
| New | +$343K | 0.08% | 169 |
|