McElhenny Sheffield Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
2,323
+102
| +5% | +$32.4K | 0.2% | 29 |
|
|
2025
Q1 | $576K | Buy |
2,221
+564
| +34% | +$146K | 0.22% | 36 |
|
|
2024
Q4 | $669K | Buy |
1,657
+587
| +55% | +$237K | 0.22% | 25 |
|
|
2024
Q3 | $280K | Buy |
+1,070
| New | +$280K | 0.09% | 89 |
|
|
2024
Q1 | – | Sell |
-952
| Closed | -$230K | – | 99 |
|
|
2023
Q4 | $230K | Buy |
952
+97
| +11% | +$23.4K | 0.09% | 84 |
|
|
2023
Q3 | $221K | Buy |
855
+70
| +9% | +$18.1K | 0.11% | 85 |
|
|
2023
Q2 | $214K | Buy |
+785
| New | +$214K | 0.09% | 89 |
|
|
2023
Q1 | – | Sell |
-506
| Closed | -$88.3K | – | 573 |
|
|
2022
Q4 | $88.3K | Buy |
+506
| New | +$88.3K | 0.04% | 137 |
|