Northeast Financial Consultants’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $554K | Buy |
1,745
+864
| +98% | +$274K | 0.02% | 196 |
|
2025
Q1 | $228K | Buy |
881
+200
| +29% | +$51.8K | 0.01% | 261 |
|
2024
Q4 | $275K | Buy |
+681
| New | +$275K | 0.01% | 248 |
|
2024
Q3 | – | Sell |
-1,100
| Closed | -$218K | – | 297 |
|
2024
Q2 | $218K | Sell |
1,100
-901
| -45% | -$178K | 0.01% | 256 |
|
2024
Q1 | $352K | Hold |
2,001
| – | – | 0.02% | 224 |
|
2023
Q4 | $497K | Buy |
2,001
+7
| +0.4% | +$1.74K | 0.03% | 184 |
|
2023
Q3 | $499K | Buy |
1,994
+252
| +14% | +$63.1K | 0.03% | 178 |
|
2023
Q2 | $456K | Hold |
1,742
| – | – | 0.03% | 191 |
|
2023
Q1 | $361K | Sell |
1,742
-350
| -17% | -$72.6K | 0.02% | 228 |
|
2022
Q4 | $258K | Buy |
2,092
+4
| +0.2% | +$493 | 0.02% | 259 |
|
2022
Q3 | $554K | Sell |
2,088
-1,380
| -40% | -$366K | 0.04% | 176 |
|
2022
Q2 | $778K | Sell |
3,468
-120
| -3% | -$26.9K | 0.05% | 153 |
|
2022
Q1 | $1.29M | Hold |
3,588
| – | – | 0.07% | 138 |
|
2021
Q4 | $1.26M | Buy |
3,588
+156
| +5% | +$55K | 0.08% | 135 |
|
2021
Q3 | $887K | Sell |
3,432
-330
| -9% | -$85.3K | 0.06% | 167 |
|
2021
Q2 | $852K | Sell |
3,762
-30
| -0.8% | -$6.79K | 0.06% | 174 |
|
2021
Q1 | $844K | Buy |
3,792
+510
| +16% | +$114K | 0.06% | 156 |
|
2020
Q4 | $772K | Sell |
3,282
-18
| -0.5% | -$4.23K | 0.06% | 152 |
|
2020
Q3 | $472K | Buy |
+3,300
| New | +$472K | 0.04% | 178 |
|