Kestra Advisory 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 | $78.3M | Buy |
246,514
+14,353
| +6% | +$4.56M | 0.38% | 34 |
|
|
2025
Q1 | $60.2M | Sell |
232,161
-19,271
| -8% | -$4.99M | 0.29% | 48 |
|
|
2024
Q4 | $102M | Buy |
251,432
+7,873
| +3% | +$3.18M | 0.55% | 24 |
|
|
2024
Q3 | $63.7M | Sell |
243,559
-40,059
| -14% | -$10.5M | 0.35% | 47 |
|
|
2024
Q2 | $56.1M | Buy |
283,618
+43,635
| +18% | +$8.63M | 0.31% | 50 |
|
|
2024
Q1 | $42.2M | Buy |
239,983
+19,200
| +9% | +$3.38M | 0.28% | 61 |
|
|
2023
Q4 | $54.9M | Buy |
220,783
+47,629
| +28% | +$11.8M | 0.44% | 30 |
|
|
2023
Q3 | $43.3M | Buy |
173,154
+4,389
| +3% | +$1.1M | 0.43% | 35 |
|
|
2023
Q2 | $44.2M | Buy |
168,765
+25,636
| +18% | +$6.71M | 0.44% | 34 |
|
|
2023
Q1 | $29.7M | Sell |
143,129
-5,673
| -4% | -$1.18M | 0.32% | 54 |
|
|
2022
Q4 | $18.3M | Sell |
148,802
-3,796
| -2% | -$468K | 0.16% | 146 |
|
|
2022
Q3 | $40.5M | Sell |
152,598
-33,606
| -18% | -$8.91M | 0.43% | 39 |
|
|
2022
Q2 | $41.8M | Buy |
186,204
+53,286
| +40% | +$12M | 0.43% | 39 |
|
|
2022
Q1 | $47.7M | Buy |
132,918
+18,432
| +16% | +$6.62M | 0.5% | 27 |
|
|
2021
Q4 | $40.3M | Sell |
114,486
-9,867
| -8% | -$3.48M | 0.41% | 41 |
|
|
2021
Q3 | $32.1M | Buy |
124,353
+9,957
| +9% | +$2.57M | 0.32% | 60 |
|
|
2021
Q2 | $25.9M | Buy |
114,396
+7,647
| +7% | +$1.73M | 0.29% | 70 |
|
|
2021
Q1 | $23.8M | Sell |
106,749
-42,222
| -28% | -$9.4M | 0.3% | 66 |
|
|
2020
Q4 | $34.5M | Buy |
148,971
+58,725
| +65% | +$13.6M | 0.4% | 44 |
|
|
2020
Q3 | $13.1M | Buy |
+90,246
| New | +$13.1M | 0.24% | 99 |
|