Kelly Financial Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
1,331
+35
| +3% | +$11.1K | 0.12% | 67 |
|
|
2025
Q1 | $336K | Buy |
1,296
+243
| +23% | +$63K | 0.12% | 78 |
|
|
2024
Q4 | $425K | Sell |
1,053
-65
| -6% | -$26.3K | 0.15% | 70 |
|
|
2024
Q3 | $293K | Buy |
1,118
+76
| +7% | +$19.9K | 0.11% | 86 |
|
|
2024
Q2 | $206K | Sell |
1,042
-99
| -9% | -$19.6K | 0.07% | 107 |
|
|
2024
Q1 | $201K | Buy |
1,141
+4
| +0.4% | +$703 | 0.08% | 107 |
|
|
2023
Q4 | $283K | Sell |
1,137
-48
| -4% | -$11.9K | 0.11% | 81 |
|
|
2023
Q3 | $297K | Buy |
1,185
+63
| +6% | +$15.8K | 0.14% | 79 |
|
|
2023
Q2 | $294K | Hold |
1,122
| – | – | 0.14% | 78 |
|
|
2023
Q1 | $233K | Hold |
1,122
| – | – | 0.12% | 77 |
|
|
2022
Q4 | $138K | Buy |
1,122
+52
| +5% | +$6.41K | 0.07% | 103 |
|
|
2022
Q3 | $284K | Sell |
1,070
-16
| -1% | -$4.25K | 0.17% | 63 |
|
|
2022
Q2 | $244K | Buy |
1,086
+135
| +14% | +$30.3K | 0.13% | 74 |
|
|
2022
Q1 | $342K | Sell |
951
-9
| -0.9% | -$3.23K | 0.15% | 60 |
|
|
2021
Q4 | $338K | Buy |
960
+15
| +2% | +$5.28K | 0.16% | 55 |
|
|
2021
Q3 | $244K | Sell |
945
-641,373
| -100% | -$166M | 0.14% | 58 |
|
|
2021
Q2 | $315K | Buy |
642,318
+641,295
| +62,688% | +$314K | 0.01% | 237 |
|
|
2021
Q1 | $228K | Buy |
1,023
+42
| +4% | +$9.35K | 0.14% | 44 |
|
|
2020
Q4 | $231K | Buy |
981
+24
| +3% | +$5.65K | 0.16% | 35 |
|
|
2020
Q3 | $137K | Buy |
957
+117
| +14% | +$16.7K | 0.1% | 40 |
|
|
2020
Q2 | $60.5K | Hold |
840
| – | – | 0.05% | 73 |
|
|
2020
Q1 | $29.3K | Hold |
840
| – | – | 0.04% | 109 |
|
|
2019
Q4 | $23.4K | Hold |
840
| – | – | 0.02% | 141 |
|
|
2019
Q3 | $13.5K | Hold |
840
| – | – | 0.01% | 191 |
|
|
2019
Q2 | $12.5K | Hold |
840
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $15.7K | Buy |
+840
| New | +$15.7K | 0.02% | 172 |
|