Plotkin Financial Advisors’s Tesla TSLA Stock Holding History

Plotkin Financial Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,237	Closed	-$321K	–	99
2025 Q1	$321K	Buy	+1,237	New	+$412K	0.2%	70
2023 Q3	–	Sell	-801	Closed	-$210K	–	81
2023 Q2	$210K	Buy	+801	New	+$160K	0.17%	74
2022 Q1	–	Sell	-750	Closed	-$264K	–	91
2021 Q4	$264K	Sell	750 -1,650	-69%	-$553K	0.17%	70
2021 Q3	$620K	Sell	2,400 -1,050	-30%	-$247K	0.37%	47
2021 Q2	$782K	Sell	3,450 -300	-8%	-$65.1K	0.43%	47
2021 Q1	$835K	Buy	3,750 +1,800	+92%	+$452K	0.51%	38
2020 Q4	$459K	Sell	1,950 -2,880	-60%	-$491K	0.3%	43
2020 Q3	$691K	Buy	4,830 +1,830	+61%	+$216K	0.76%	30
2020 Q2	$216K	Buy	+3,000	New	+$162K	0.18%	57

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plotkin Financial Advisors's TSLA Position: Q2 2025 in Review

Plotkin Financial Advisors sold out of Tesla (TSLA) in Q2 2025, closing a stake of 1,237 shares — an estimated $321K sold.

Plotkin Financial Advisors first reported a position in TSLA in Q2 2020 and held it in 9 quarters. The position peaked at $835K in Q1 2021. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Plotkin Financial Advisors reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
Plotkin Financial Advisors sold 1,237 Tesla shares in Q2 2025, an estimated $321K.
Plotkin Financial Advisors first reported a position in Tesla in Q2 2020 and held it in 9 quarters.
Plotkin Financial Advisors's Tesla position peaked at $835K in Q1 2021.
3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Plotkin Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.