Level Financial 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 | $214K | Buy |
+674
| New | +$214K | 0.07% | 90 |
|
|
2025
Q1 | – | Sell |
-532
| Closed | -$215K | – | 86 |
|
|
2024
Q4 | $215K | Buy |
+532
| New | +$215K | 0.08% | 78 |
|
|
2024
Q1 | – | Sell |
-423
| Closed | -$105K | – | 244 |
|
|
2023
Q4 | $105K | Hold |
423
| – | – | 0.05% | 83 |
|
|
2023
Q3 | $106K | Hold |
423
| – | – | 0.06% | 77 |
|
|
2023
Q2 | $111K | Buy |
423
+15
| +4% | +$3.93K | 0.06% | 74 |
|
|
2023
Q1 | $84.6K | Sell |
408
-2
| -0.5% | -$415 | 0.05% | 74 |
|
|
2022
Q4 | $51K | Buy |
410
+2
| +0.5% | +$249 | 0.03% | 95 |
|
|
2022
Q3 | $108K | Sell |
408
-93
| -19% | -$24.6K | 0.08% | 66 |
|
|
2022
Q2 | $112K | Buy |
501
+93
| +23% | +$20.8K | 0.08% | 70 |
|
|
2022
Q1 | $147K | Sell |
408
-120
| -23% | -$43.2K | 0.11% | 51 |
|
|
2021
Q4 | $186K | Buy |
+528
| New | +$186K | 0.14% | 44 |
|