Interactive Financial 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 | $318K | Buy |
1,002
+2
| +0.2% | +$635 | 0.16% | 73 |
|
|
2025
Q1 | $259K | Hold |
1,000
| – | – | 0.14% | 76 |
|
|
2024
Q4 | $404K | Hold |
1,000
| – | – | 0.21% | 65 |
|
|
2024
Q3 | $262K | Buy |
+1,000
| New | +$262K | 0.13% | 79 |
|
|
2024
Q1 | – | Sell |
-17,790
| Closed | -$3.88M | – | 86 |
|
|
2023
Q4 | $3.88M | Buy |
17,790
+16,665
| +1,481% | +$3.64M | 2.08% | 12 |
|
|
2023
Q3 | $281K | Hold |
1,125
| – | – | 0.19% | 71 |
|
|
2023
Q2 | $294K | Sell |
1,125
-45
| -4% | -$11.8K | 0.2% | 74 |
|
|
2023
Q1 | $243K | Sell |
1,170
-147
| -11% | -$30.5K | 0.16% | 76 |
|
|
2022
Q4 | $162K | Hold |
1,317
| – | – | 0.1% | 98 |
|
|
2022
Q3 | $349K | Hold |
1,317
| – | – | 0.2% | 66 |
|
|
2022
Q2 | $296K | Buy |
1,317
+9
| +0.7% | +$2.02K | 0.15% | 68 |
|
|
2022
Q1 | $470K | Buy |
1,308
+45
| +4% | +$16.2K | 0.22% | 60 |
|
|
2021
Q4 | $445K | Hold |
1,263
| – | – | 0.17% | 60 |
|
|
2021
Q3 | $326K | Hold |
1,263
| – | – | 0.14% | 68 |
|
|
2021
Q2 | $286K | Hold |
1,263
| – | – | 0.12% | 76 |
|
|
2021
Q1 | $281K | Hold |
1,263
| – | – | 0.12% | 74 |
|
|
2020
Q4 | $297K | Buy |
+1,263
| New | +$297K | 0.14% | 70 |
|