Key Financial Inc’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.17M | Buy |
3,682
+208
| +6% | +$66.1K | 0.24% | 80 |
|
2025
Q1 | $900K | Buy |
3,474
+59
| +2% | +$15.3K | 0.2% | 95 |
|
2024
Q4 | $1.38M | Sell |
3,415
-229
| -6% | -$92.5K | 0.31% | 62 |
|
2024
Q3 | $953K | Buy |
3,644
+22
| +0.6% | +$5.76K | 0.21% | 85 |
|
2024
Q2 | $717K | Sell |
3,622
-228
| -6% | -$45.1K | 0.17% | 103 |
|
2024
Q1 | $677K | Buy |
3,850
+200
| +5% | +$35.2K | 0.17% | 106 |
|
2023
Q4 | $907K | Buy |
3,650
+1,845
| +102% | +$458K | 0.25% | 78 |
|
2023
Q3 | $452K | Sell |
1,805
-42
| -2% | -$10.5K | 0.15% | 114 |
|
2023
Q2 | $483K | Buy |
1,847
+419
| +29% | +$110K | 0.16% | 115 |
|
2023
Q1 | $296K | Sell |
1,428
-315
| -18% | -$65.4K | 0.11% | 153 |
|
2022
Q4 | $462K | Hold |
1,743
| – | – | 0.22% | 90 |
|
2022
Q3 | $462K | Buy |
1,743
+75
| +4% | +$19.9K | 0.22% | 90 |
|
2022
Q2 | $379K | Buy |
1,668
+222
| +15% | +$50.4K | 0.21% | 94 |
|
2022
Q1 | $519K | Buy |
1,446
+297
| +26% | +$107K | 0.26% | 75 |
|
2021
Q4 | $405K | Hold |
1,149
| – | – | 0.2% | 95 |
|
2021
Q3 | $297K | Buy |
1,149
+21
| +2% | +$5.43K | 0.17% | 112 |
|
2021
Q2 | $258K | Buy |
1,128
+420
| +59% | +$96.1K | 0.14% | 131 |
|
2021
Q1 | $158K | Buy |
708
+63
| +10% | +$14.1K | 0.1% | 155 |
|
2020
Q4 | $152K | Buy |
+645
| New | +$152K | 0.11% | 145 |
|
2020
Q2 | – | Sell |
-855
| Closed | -$29K | – | 582 |
|
2020
Q1 | $29K | Buy |
+855
| New | +$29K | 0.03% | 288 |
|