Regal Investment 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 | $1.02M | Sell |
3,205
-294
| -8% | -$93.4K | 0.08% | 232 |
|
|
2025
Q1 | $907K | Sell |
3,499
-1,350
| -28% | -$350K | 0.07% | 233 |
|
|
2024
Q4 | $1.96M | Sell |
4,849
-356
| -7% | -$144K | 0.15% | 162 |
|
|
2024
Q3 | $1.36M | Sell |
5,205
-4,854
| -48% | -$1.27M | 0.1% | 212 |
|
|
2024
Q2 | $1.99M | Sell |
10,059
-5
| -0% | -$989 | 0.13% | 172 |
|
|
2024
Q1 | $1.77M | Buy |
10,064
+1,472
| +17% | +$259K | 0.12% | 186 |
|
|
2023
Q4 | $2.13M | Buy |
8,592
+631
| +8% | +$157K | 0.16% | 151 |
|
|
2023
Q3 | $1.99M | Sell |
7,961
-997
| -11% | -$249K | 0.17% | 148 |
|
|
2023
Q2 | $2.34M | Buy |
8,958
+870
| +11% | +$228K | 0.2% | 127 |
|
|
2023
Q1 | $1.68M | Buy |
8,088
+3,056
| +61% | +$634K | 0.15% | 155 |
|
|
2022
Q4 | $620K | Buy |
5,032
+609
| +14% | +$75K | 0.06% | 241 |
|
|
2022
Q3 | $1.17M | Sell |
4,423
-32
| -0.7% | -$8.49K | 0.12% | 160 |
|
|
2022
Q2 | $1M | Buy |
4,455
+1,008
| +29% | +$226K | 0.1% | 185 |
|
|
2022
Q1 | $1.24M | Buy |
3,447
+165
| +5% | +$59.3K | 0.11% | 181 |
|
|
2021
Q4 | $1.16M | Sell |
3,282
-1,290
| -28% | -$454K | 0.1% | 218 |
|
|
2021
Q3 | $1.18M | Buy |
4,572
+348
| +8% | +$90K | 0.11% | 193 |
|
|
2021
Q2 | $957K | Buy |
+4,224
| New | +$957K | 0.1% | 230 |
|
|
2021
Q1 | – | Sell |
-4,479
| Closed | -$1.05M | – | 386 |
|
|
2020
Q4 | $1.05M | Buy |
+4,479
| New | +$1.05M | 0.12% | 170 |
|
|
2020
Q3 | – | Sell |
-6,120
| Closed | -$441K | – | 260 |
|
|
2020
Q2 | $441K | Buy |
+6,120
| New | +$441K | 0.08% | 192 |
|
|
2020
Q1 | – | Sell |
-5,640
| Closed | -$157K | – | 280 |
|
|
2019
Q4 | $157K | Sell |
5,640
-240
| -4% | -$6.68K | 0.03% | 326 |
|
|
2019
Q3 | $94K | Buy |
+5,880
| New | +$94K | 0.02% | 311 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 343 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 355 |
|
|
2015
Q4 | – | Sell |
-4,545
| Closed | -$75K | – | 821 |
|
|
2015
Q3 | $75K | Buy |
+4,545
| New | +$75K | 0.02% | 387 |
|
|
2015
Q2 | – | Sell |
-1,680
| Closed | -$21K | – | 1016 |
|
|
2015
Q1 | $21K | Sell |
1,680
-1,185
| -41% | -$14.8K | 0.01% | 560 |
|
|
2014
Q4 | $42K | Buy |
2,865
+255
| +10% | +$3.74K | 0.01% | 418 |
|
|
2014
Q3 | $42K | Buy |
2,610
+930
| +55% | +$15K | 0.01% | 438 |
|
|
2014
Q2 | $27K | Sell |
1,680
-585
| -26% | -$9.4K | 0.01% | 496 |
|
|
2014
Q1 | $31K | Buy |
2,265
+1,515
| +202% | +$20.7K | 0.01% | 433 |
|
|
2013
Q4 | $8K | Hold |
750
| – | – | ﹤0.01% | 624 |
|
|
2013
Q3 | $10K | Sell |
750
-150
| -17% | -$2K | 0.01% | 606 |
|
|
2013
Q2 | $6K | Buy |
+900
| New | +$6K | ﹤0.01% | 677 |
|