Latitude 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 | $662K | Buy |
2,085
+84
| +4% | +$26.7K | 0.33% | 72 |
|
|
2025
Q1 | $519K | Buy |
2,001
+517
| +35% | +$134K | 0.3% | 84 |
|
|
2024
Q4 | $599K | Sell |
1,484
-288
| -16% | -$116K | 0.34% | 72 |
|
|
2024
Q3 | $464K | Hold |
1,772
| – | – | 0.26% | 96 |
|
|
2024
Q2 | $351K | Sell |
1,772
-568
| -24% | -$112K | 0.21% | 107 |
|
|
2024
Q1 | $411K | Sell |
2,340
-262
| -10% | -$46.1K | 0.26% | 93 |
|
|
2023
Q4 | $646K | Sell |
2,602
-3
| -0.1% | -$745 | 0.45% | 47 |
|
|
2023
Q3 | $652K | Buy |
2,605
+16
| +0.6% | +$4K | 0.47% | 45 |
|
|
2023
Q2 | $678K | Buy |
2,589
+31
| +1% | +$8.12K | 0.47% | 40 |
|
|
2023
Q1 | $531K | Buy |
2,558
+225
| +10% | +$46.7K | 0.38% | 59 |
|
|
2022
Q4 | $287K | Buy |
2,333
+68
| +3% | +$8.38K | 0.22% | 113 |
|
|
2022
Q3 | $601K | Sell |
2,265
-36
| -2% | -$9.55K | 0.5% | 37 |
|
|
2022
Q2 | $516K | Sell |
2,301
-2,817
| -55% | -$632K | 0.47% | 53 |
|
|
2022
Q1 | $1.84M | Buy |
5,118
+2,484
| +94% | +$892K | 0.41% | 47 |
|
|
2021
Q4 | $928K | Buy |
2,634
+702
| +36% | +$247K | 0.26% | 80 |
|
|
2021
Q3 | $499K | Buy |
1,932
+996
| +106% | +$257K | 0.16% | 133 |
|
|
2021
Q2 | $212K | Buy |
936
+15
| +2% | +$3.4K | 0.16% | 156 |
|
|
2021
Q1 | $205K | Sell |
921
-24
| -3% | -$5.34K | 0.17% | 156 |
|
|
2020
Q4 | $222K | Buy |
+945
| New | +$222K | 0.2% | 119 |
|