IFP 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 | $6.9M | Buy |
21,704
+1,613
| +8% | +$512K | 0.2% | 106 |
|
|
2025
Q1 | $5.21M | Buy |
20,091
+283
| +1% | +$73.4K | 0.16% | 142 |
|
|
2024
Q4 | $8M | Buy |
19,808
+4,071
| +26% | +$1.64M | 0.26% | 76 |
|
|
2024
Q3 | $4.12M | Sell |
15,737
-19,257
| -55% | -$5.04M | 0.15% | 147 |
|
|
2024
Q2 | $6.92M | Buy |
34,994
+20,124
| +135% | +$3.98M | 0.27% | 75 |
|
|
2024
Q1 | $2.61M | Buy |
14,870
+4,360
| +41% | +$767K | 0.11% | 191 |
|
|
2023
Q4 | $2.61M | Sell |
10,510
-1,658
| -14% | -$412K | 0.12% | 177 |
|
|
2023
Q3 | $3.04M | Sell |
12,168
-393
| -3% | -$98.3K | 0.14% | 147 |
|
|
2023
Q2 | $3.29M | Sell |
12,561
-2,987
| -19% | -$782K | 0.14% | 155 |
|
|
2023
Q1 | $3.21M | Sell |
15,548
-17,836
| -53% | -$3.68M | 0.14% | 144 |
|
|
2022
Q4 | $6.92M | Buy |
33,384
+2,335
| +8% | +$484K | 0.18% | 101 |
|
|
2022
Q3 | $6.47M | Buy |
31,049
+932
| +3% | +$194K | 0.17% | 117 |
|
|
2022
Q2 | $2.26M | Hold |
30,117
| – | – | 0.07% | 314 |
|
|
2022
Q1 | $2.26M | Buy |
30,117
+19,779
| +191% | +$1.48M | 0.07% | 314 |
|
|
2021
Q4 | $3.64M | Buy |
10,338
+660
| +7% | +$232K | 0.07% | 161 |
|
|
2021
Q3 | $2.52M | Sell |
9,678
-1,110
| -10% | -$289K | 0.05% | 207 |
|
|
2021
Q2 | $2.44M | Buy |
10,788
+150
| +1% | +$33.9K | 0.05% | 213 |
|
|
2021
Q1 | $2.37M | Buy |
10,638
+264
| +3% | +$58.7K | 0.05% | 197 |
|
|
2020
Q4 | $2.45M | Buy |
10,374
+1,896
| +22% | +$447K | 0.1% | 178 |
|
|
2020
Q3 | $1.2M | Buy |
8,478
+2,253
| +36% | +$320K | 0.07% | 256 |
|
|
2020
Q2 | $416K | Buy |
6,225
+945
| +18% | +$63.2K | 0.03% | 457 |
|
|
2020
Q1 | $190K | Sell |
5,280
-5,415
| -51% | -$195K | 0.02% | 591 |
|
|
2019
Q4 | $304K | Sell |
10,695
-4,215
| -28% | -$120K | 0.02% | 554 |
|
|
2019
Q3 | $239K | Buy |
+14,910
| New | +$239K | 0.02% | 710 |
|
|
2019
Q1 | $333K | Sell |
17,910
-53,775
| -75% | -$1,000K | 0.05% | 357 |
|
|
2018
Q4 | $1.6M | Buy |
71,685
+15,165
| +27% | +$338K | 0.1% | 226 |
|
|
2018
Q3 | $998K | Sell |
56,520
-3,330
| -6% | -$58.8K | 0.04% | 429 |
|
|
2018
Q2 | $1.37M | Buy |
59,850
+2,475
| +4% | +$56.6K | 0.06% | 327 |
|
|
2018
Q1 | $1.19M | Buy |
57,375
+9,000
| +19% | +$187K | 0.05% | 347 |
|
|
2017
Q4 | $1M | Sell |
48,375
-16,290
| -25% | -$338K | 0.05% | 391 |
|
|
2017
Q3 | $1.47M | Sell |
64,665
-17,565
| -21% | -$399K | 0.06% | 341 |
|
|
2017
Q2 | $1.98M | Buy |
82,230
+10,425
| +15% | +$251K | 0.08% | 267 |
|
|
2017
Q1 | $1.33M | Buy |
71,805
+2,520
| +4% | +$46.7K | 0.06% | 349 |
|
|
2016
Q4 | $987K | Buy |
69,285
+5,745
| +9% | +$81.8K | 0.05% | 385 |
|
|
2016
Q3 | $864K | Sell |
63,540
-12,060
| -16% | -$164K | 0.04% | 393 |
|
|
2016
Q2 | $1.07M | Buy |
75,600
+57,690
| +322% | +$817K | 0.06% | 339 |
|
|
2016
Q1 | $333K | Sell |
17,910
-43,875
| -71% | -$816K | 0.05% | 357 |
|
|
2015
Q4 | $989K | Buy |
+61,785
| New | +$989K | 0.07% | 313 |
|