Orion Portfolio Solutions’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $28.3M | Buy |
109,226
+21,321
| +24% | +$5.53M | 0.28% | 63 |
|
|
2024
Q4 | $35.5M | Buy |
87,905
+5,887
| +7% | +$2.38M | 0.35% | 44 |
|
|
2024
Q3 | $21.5M | Buy |
82,018
+2,151
| +3% | +$563K | 0.21% | 88 |
|
|
2024
Q2 | $15.8M | Buy |
79,867
+2,508
| +3% | +$496K | 0.17% | 120 |
|
|
2024
Q1 | $13.6M | Buy |
77,359
+8,534
| +12% | +$1.5M | 0.15% | 144 |
|
|
2023
Q4 | $16.5M | Buy |
68,825
+2,636
| +4% | +$634K | 0.19% | 107 |
|
|
2023
Q3 | $16.6M | Buy |
66,189
+11,777
| +22% | +$2.95M | 0.2% | 109 |
|
|
2023
Q2 | $14.2M | Buy |
54,412
+1,351
| +3% | +$354K | 0.15% | 134 |
|
|
2023
Q1 | $11M | Buy |
53,061
+27,228
| +105% | +$5.65M | 0.14% | 142 |
|
|
2022
Q4 | $3.18M | Buy |
25,833
+2,041
| +9% | +$251K | 0.11% | 125 |
|
|
2022
Q3 | $6.31M | Buy |
23,792
+1,211
| +5% | +$321K | 0.25% | 68 |
|
|
2022
Q2 | $5.07M | Sell |
22,581
-381
| -2% | -$85.5K | 0.2% | 73 |
|
|
2022
Q1 | $8.25M | Buy |
22,962
+1,899
| +9% | +$682K | 0.29% | 57 |
|
|
2021
Q4 | $7.42M | Buy |
21,063
+1,536
| +8% | +$541K | 0.25% | 62 |
|
|
2021
Q3 | $5.05M | Buy |
19,527
+3,792
| +24% | +$980K | 0.19% | 80 |
|
|
2021
Q2 | $3.57M | Buy |
15,735
+777
| +5% | +$176K | 0.14% | 96 |
|
|
2021
Q1 | $3.33M | Buy |
14,958
+2,241
| +18% | +$499K | 0.14% | 93 |
|
|
2020
Q4 | $2.99M | Buy |
12,717
+930
| +8% | +$219K | 0.14% | 101 |
|
|
2020
Q3 | $1.69M | Buy |
11,787
+432
| +4% | +$61.8K | 0.09% | 126 |
|
|
2020
Q2 | $817K | Sell |
11,355
-2,730
| -19% | -$196K | 0.04% | 185 |
|
|
2020
Q1 | $492K | Buy |
14,085
+90
| +0.6% | +$3.14K | 0.03% | 205 |
|
|
2019
Q4 | $390K | Buy |
+13,995
| New | +$390K | 0.03% | 234 |
|