Jacobi Capital Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Buy
8,996
+644
+8% +$205K 0.19% 106
2025
Q1
$2.16M Sell
8,352
-764
-8% -$198K 0.16% 130
2024
Q4
$3.68M Buy
9,116
+911
+11% +$368K 0.27% 67
2024
Q3
$2.15M Buy
8,205
+405
+5% +$106K 0.16% 127
2024
Q2
$1.54M Sell
7,800
-671
-8% -$133K 0.13% 140
2024
Q1
$1.49M Buy
8,471
+344
+4% +$60.5K 0.14% 140
2023
Q4
$2.02M Sell
8,127
-2,242
-22% -$557K 0.21% 98
2023
Q3
$2.59M Sell
10,369
-283
-3% -$70.8K 0.29% 60
2023
Q2
$2.79M Buy
10,652
+376
+4% +$98.4K 0.31% 56
2023
Q1
$2.13M Sell
10,276
-296
-3% -$61.4K 0.25% 82
2022
Q4
$1.3M Buy
10,572
+1,551
+17% +$191K 0.16% 130
2022
Q3
$2.39M Buy
9,021
+1,266
+16% +$336K 0.33% 60
2022
Q2
$1.74M Buy
7,755
+2,538
+49% +$570K 0.23% 89
2022
Q1
$1.87M Sell
5,217
-453
-8% -$163K 0.22% 87
2021
Q4
$2M Buy
5,670
+1,155
+26% +$407K 0.24% 82
2021
Q3
$1.17M Sell
4,515
-6,114
-58% -$1.58M 0.15% 120
2021
Q2
$2.41M Buy
10,629
+3,384
+47% +$767K 0.32% 54
2021
Q1
$1.61M Buy
7,245
+1,248
+21% +$278K 0.24% 83
2020
Q4
$1.41M Buy
5,997
+2,103
+54% +$495K 0.22% 87
2020
Q3
$557K Buy
3,894
+3,249
+504% +$465K 0.1% 165
2020
Q2
$46K Buy
645
+285
+79% +$20.3K 0.01% 490
2020
Q1
$13K Sell
360
-225
-38% -$8.13K ﹤0.01% 665
2019
Q4
$16K Sell
585
-4,650
-89% -$127K ﹤0.01% 672
2019
Q3
$84K Sell
5,235
-3,000
-36% -$48.1K 0.02% 368
2019
Q2
$123K Buy
8,235
+1,575
+24% +$23.5K 0.03% 326
2019
Q1
$124K Buy
6,660
+6,450
+3,071% +$120K 0.03% 286
2018
Q4
$5K Sell
210
-2,010
-91% -$47.9K ﹤0.01% 763
2018
Q3
$39K Sell
2,220
-2,730
-55% -$48K 0.01% 461
2018
Q2
$113K Sell
4,950
-1,500
-23% -$34.2K 0.03% 300
2018
Q1
$109K Buy
6,450
+3,915
+154% +$66.2K 0.03% 286
2017
Q4
$57K Hold
2,535
0.02% 351
2017
Q3
$58K Hold
2,535
0.02% 323
2017
Q2
$53K Sell
2,535
-1,965
-44% -$41.1K 0.02% 298
2017
Q1
$89K Buy
4,500
+2,250
+100% +$44.5K 0.05% 173
2016
Q4
$34K Sell
2,250
-1,500
-40% -$22.7K 0.02% 261
2016
Q3
$53K Buy
3,750
+1,500
+67% +$21.2K 0.03% 225
2016
Q2
$32K Buy
+2,250
New +$32K 0.02% 289